On the most recent episode of Targeted on the Future, host Suzanne Siracuse sits down with Sibyl Slade, founder and president of IntegriVest Wealth Advisors. Sibyl shares her journey from working on the Federal Reserve Financial institution of Atlanta to establishing her personal impartial monetary planning agency. Their dialog delves into the evolution of her profession, the what she realized after beginning her personal agency, and her progressive method to structuring her charges with a purpose to meet shoppers the place they’re.
Highlights from immediately’s episode embrace:
- An outline of Sibyl’s time on the Federal Reserve Financial institution of Atlanta and the way she targeted on making certain underserved communities had entry to monetary services and products
- How her need to assist households burdened by scholar mortgage debt drove her to ascertain her personal impartial agency, IntegriVest Wealth Advisors
- Her price construction that provides flexibility with a purpose to serve all events
- The significance of non-judgmental and unbiased shopper interactions
- Efficient shopper occasion methods that drive natural progress
- How her Small Enterprise Mastermind group has impacted her general follow
Join With Suzanne Siracuse:
Join With Sibyl Slade:
About Our Visitor:
Slade is the founder and president of IntegriVest Wealth Advisors, LLC. an impartial monetary providers agency. She lends her 28 years of banking and finance expertise to offer customized complete monetary planning and advisory providers to small enterprise house owners and professionals. In 2022, she was acknowledged as a Visionary for Advisor Group’s Ladies Discussion board. In 2019, she was a nominee for the Ladenburg Institute of Ladies & Finance. Earlier than founding IntegriVest Wealth Advisors, LLC, Slade started her monetary providers profession as a monetary advisor with Waddell & Reed, the place she was acknowledged as a recipient of Waddell & Reed’s 2015 Pacesetter in addition to acquired her Chartered Retirement Planning Counselor Designation. In 2017, Slade turned an impartial monetary advisor and have become an business thought chief. A 21-year veteran of the Federal Reserve Financial institution of Atlanta, on this capability, Slade served as a senior regional neighborhood growth supervisor for the Atlanta Fed’s neighborhood and financial growth (CED) workforce whereby she supplied regional and nationwide enter round these areas.
