In this episode, Charlie sits down with Heather Welsh, VP of Weatlth Management at Sequoia Financial Group, to discuss the importance of client-focused wealth management and the value of planning and personalization in the industry. Heather shares her journey from advisor to wealth planner and how her firm&apos;s dedication to planning and team collaboration has allowed them to better serve their clients. They also explore the role of technology in wealth management and how it can be used to deliver personalized service at scale. Finally, Heather offers insights for young professionals entering the industry, emphasizing the value of education and committing to additional designations. Tune in for a conversation that highlights the power of a client-first approach in wealth management. Heather Welsh <a href='https://www.linkedin.com/in/heather-welsh/'>Linkedin</a> <a href='https://www.sequoia-financial.com/'>Website</a>

Unconventional Beginnings: Christie Powell's Inspiring Journey to RIA Success

Are you a financial advisor stuck with a firm that no longer serves your needs, fits your ideals, or gives you the flexibility to serve your clients as a true fiduciary? That is a tricky place to be, but rest assured, you’re not alone. RIA Collective Podcast is created with you in mind. We interview leaders at Registered Investment Advisory firms to learn from their wisdom and experience. It is our goal to take the fear and mystery out of going independent.Most of the industry leaders we talk with were in the exact same place you find yourself today. They too saw themselves as entrepreneurs. They became an advisor to create flexibility in their lives and help many others create financial security and peace of mind. Like you, those professionals become stifled by their captive environment. Sales quotas, proprietary products and services, the firm’s agenda, compliance, and other factors can make it difficult to grow and to act as a true fiduciary to your clients. RIA Collective podcast is hosted by Charlie Van Derven, an industry veteran who has been serving the advisor community for almost 25 years. During his time working in Financial Services, Charlie has seen trends come and go. One trend that continues with no end in sight, is the migration of advisors from the captive wire-house space to independence.The move to independence can go smoothly, or it can be a battle. Tune in to RIA Collective podcast to learn from industry leaders how to set your practice up for a smooth transition. Learn important things to consider and actions to take 3, 6, 12, or 18 months ahead of your move. Learn how to solidify key client relationships so you can retain the assets you’ve built.If you are an advisor considering a change or an industry leader who is building their firm and has wisdom to share, we would love to talk to you.Visit RIAcollective.com for more information or reach out to Charlie directly on LinkedIn. Thanks for being here.If you'd like to be a guest or connect directly with Charlie, visit https://www.riacollective.com.