Le Lézard
Classified in: Business
Subject: PER

AdvicePeriod Attracts Solo Practitioner Ready to Hit the Gas on Growth

LOS ANGELES, July 17, 2019 /PRNewswire-PRWeb/ -- AdvicePeriod, a national advisory firm built for advisors, by advisors, is pleased to announce the addition of Jim Shagawat, CFP®, ChFC® as a Partner Advisor. Shagawat is the ninth advisor to join the firm this year.

"Jim is a perfect fit for us," says Thomas Donnelly, Head of Advisor Experience at AdvicePeriod. "He's a fantastic financial planner who found himself bogged down with the day-to-day of running a solo practice. By leveraging our team to outsource those back and middle-office tasks, he'll be able to spend more time on his clients, which is where his passion lies"

"I could not be more excited to join this amazing team," shares Shagawat. "The support and access to institutional resources and growth channels are all going to help me take my practice to the next level."

Donnelly adds, "We've seen that as soon as advisors are free of the multiple hats they have been wearing, they start to flourish and grow. I can't imagine many financial planners got into the business because they loved doing compliance, operations, or administrative work."

AdvicePeriod, which was recently named an Inc. magazine Best Workplace for the second year in a row, has attracted advisors from coast-to-coast. By providing advisors with a turn-key platform, the firm is helping advisors simplify their business and focus on what matters.

About AdvicePeriod:
AdvicePeriod is a leading, SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth. Our mission: to make wealth management more fair, effective, and successful for clients and advisors alike. To learn more, visit: https://www.adviceperiod.com.


SOURCE AdvicePeriod

These press releases may also interest you

at 18:00
So you're wanting to become a legal resident or citizen of the United States. Where do you start? One good place to start is by finding a great immigration attorney. Sounds simple, but the truth of the matter is that finding the right immigration...

at 17:45
Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of the securities of X Financial pursuant and/or traceable to the registration statement and related prospectus (collectively,...

at 16:00
LNB (The Lyons National Bank) is excited to announce that it has officially broken ground on its new Farmington location?LNB's third in Ontario County, sixteenth total. "LNB has been doing business in Farmington for years, and we're excited to bring...

at 16:00
Mark D. Copoulos, Esquire, a Philadelphia Eviction lawyer, Landlord Services and Real Estate lawyer has relocated to 1628 John F. Kennedy Blvd., Suite 1301, Philadelphia, PA to manage growing demand for his legal services. The building known as Eight...

at 15:15
Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of the securities of Adamas Pharmaceuticals, Inc. between August 8, 2017 and September 30, 2019, inclusive (the "Class...

at 13:15
Rosen Law Firm, a global investor rights law firm, reminds purchasers of the securities of Canopy Growth Corporation from June 21, 2019 through November 13, 2019, inclusive (the "Class Period") of the important January 21, 2020 lead plaintiff...

News published on 17 july 2019 at 14:35 and distributed by: