Be part of trade chief Suzanne Siracuse as she sits down with Lisa Crafford, managing director at Constellation Wealth Capital, to discover key methods for constructing profitable, future-ready wealth administration companies.
Drawing on her deep expertise working with monetary advisors, Lisa presents helpful insights into the ability of mentorship, strategic progress approaches, and fostering a robust group. She additionally sheds gentle on the pivotal position of expertise in positioning companies for sustained progress and resilience in an evolving trade.
Acquire perception and sensible tricks to advance your agency as this episode highlights:
- Lisa’s three fundamental pillars for agency progress – strategic planning, funding in individuals,
- and leveraging expertise
- Methods advisors can join with purchasers and area of interest segments to construct relationships
- The advantages of expertise and the challenges confronted resulting from regulatory restrictions
- Easy methods to construct monetary literacy with youthful generations
Join With Suzanne Siracuse:
Join With Lisa Crafford:
About Our Visitor:
Lisa serves because the Head of Advisory at Constellation Wealth Capital. Her earlier position as Director and Head of Enterprise Consulting at BNY Mellon | Pershing was centered on working with wealth administration and advisory companies to assist them develop and strengthen their companies. Along with her consulting work, Lisa based the INSITE College Pupil Expertise, The Subsequent Management Discussion board, and led the Pershing analysis efforts with trade media companions. Earlier in her profession, Lisa was the Director of Enterprise Administration for an RIA within the DC Metro space.
