Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently: #FASuccess Ep 487 With Lori Atwood (opens in new tab)

Welcome everyone! Welcome to the 487th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Lori Atwood. Lori is the founder of Fearless Finance, an RIA based in Washington, DC, that has served almost 3,000 client households over the past three years on an advice-only, predominantly hourly fee basis. What's uniqueRead More... The post Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently: #FASuccess Ep 487 With Lori Atwood first appeare...