Financial Advisors Team Up to Launch Avise Financial, the First RIA Co-Op Platform for Advisors
Summary
"Recognizing the delicate nature of the succession process and having personally experienced the burnout that comes with running our own RIA business, we were keenly aware of the immense potential that lay before us. "Today, too many RIAs pay high fees to vendors and partners to operate their businesses, impacting their bottom line and prohibiting their ability to work with clients that fill their soul," added Miko. "Were focused on tapping into that potential by incorporating a residency program in our first year of operation to help improve both diversity and capacity in the industry." With a shared services/shared workload mantra, Avise breaks the economic mold of traditional businesses, empowering both younger advisors and those who feel like they dont have the time they want to spend with their clients. "Leighann and Katrina have the perfect combination of industry experience and passion to support me on my journey, and I am confident they are the right team to help me better serve my clients and grow my business."