Compassionately Capitalist: Fidant Wealth Partners

11/08/24 • 32 min

1 Listener

With hearts of social workers and the minds of capitalists, Doug Kisker describes the unique, growth focused culture of his team at Fidant Wealth Partners. They provide their financial advisors the tools and culture to cultivate their business, without the high sales pressure and rigidity of many of their counterparts, offering an ideal environment for growth minded Advisors who want to plug into a growth machine to accelerate their growth.

If you are an Advisor exploring your options and would like to chat about Doug and his team, feel free to give Garrett a call at 919-561-2436 or send an email to [email protected] if you’d like to chat about any questions you may have.

Garrett’s Calendar Link

Garrett’s Calendar Link

Previous Episode

Action is the Language of Reality: Featuring Adrienne Grace

1 Recommendations

Adrienne Grace joins Garrett to discuss how she helps her clients focus their energy and efforts on the controllables of their business, and helps them to work with a clearer mind to better execute their business vision. To learn more about how Adrienne can help you further develop your practice, reach out to her or explore the resources below:

Adrienne Grace, CFA | LinkedIn

Adrienne Grace (@gracefully_adrienne) • Instagram photos and videos

Free Gift from Grace

To learn more or connect with Garrett, feel free to use this Calendar Link to schedule a call at your convenience, or reach out directly to 919-561-2436.

Next Episode

Burn the Grid: Independent Advisor Alliance

1 Recommendations

Robert Russo discusses how his team at Independent Advisor Alliance helps Advisors execute their visions by building solutions around the needs of the Advisor or their Firm, rather than fitting square pegs into round holes. From modernized flat fee pricing to vision boarding and collaboration, IAA gives Independent Advisors everything they need to be successful without hamstringing with costs and services they don’t, providing a best of breed solution for independence.

If you are considering your options as an Independent Advisor or Firm, give Garrett a call at 919-561-2436 or send an email to [email protected] to discuss your options and learn more about Independent Advisor Alliance.

Garrett’s Calendar Link