November 25 2022
Episode 69 — Today on Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jason Friedman, founder and CEO of AdvisorFinder
A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles such as today’s guest, Jason Friedman.
Today’s Topic: The future of finding the perfect financial advisor
Rita and Jason discuss:
- What is your experience in the wealth management industry?
- How can the industry better retain young talent?
- How is technology shaping or changing the wealth management industry?
- How can financial advisors go above and beyond for clients going through a divorce?
- What are financial advisors doing right when it comes to prospecting, especially online?
About our guest: Jason Friedman is the Founder and CEO of AdvisorFinder. Prior to AdFi, Jason worked in the wealth management industry for UBS, Wells Fargo Advisors, and Merrill Lynch Private Wealth. During his career as an advisor, Jason focused on client retention and business development initiatives. These initiatives helped Jason recognize two glaring problems many advisors and prospects suffered from. As a result, he launched AdvisorFinder in 2022 and set out on a mission to build an online marketplace where people can search for financial advisors. Follow @jasonfrieds on Twitter, where he tweets about his passions: consumer finance, digital marketing, and entrepreneurship. Learn more at: advisorfinder.io
Click here to read Jason’s article, “7 Easy Ways to Improve Your Client Onboarding Process.”
Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com
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