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Jessica Cole
Founder of Synergy Wealth Partners, a growing ensemble firm in Marlborough, Massachusetts. She specializes in helping retirees build retirement income distribution strategies and executives managing stock compensation.
Best podcasts with Jessica Cole
Ranked by the Snipd community
Aug 5, 2025
• 32min
296: 200M AUM & Still Drowning? How Jessica Systematized Her Firm & Reclaimed Her Sanity
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Jessica Cole, founder of Synergy Wealth Partners, shares her journey through the turbulent waters of managing a $200M AUM advisory firm. She reveals how a lack of systems led to burnout and imposter syndrome. Jessica emphasizes the transformative power of identifying your Ideal Client Avatar and implementing structured processes. She discusses the benefits of group coaching for support and efficiency, as well as how introductory calls can streamline client discovery. Expect insights, humor, and actionable strategies for financial advisors navigating rapid growth.
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