Financial Advisor Success cover image

Ep 352: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation With Bridget Venus Grimes

Financial Advisor Success

CHAPTER

Introduction

Bridget Venus Grimes discusses how she scaled her solo advisory business through outsourced delegation, sharing insights on outsourcing compliance, operations, trading, investment research, and client scheduling. She also talks about her decision to focus on a niche of female executives, frustrations as an employee advisor, launching her own firm, writing a book, bringing her daughter on as an advisor, and the importance of business coaching.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner