Charting New Waters: The Journey of Rebranding with Jorge Padilla
10/06/23 • 36 min
In this episode of RIA Collective, host Charlie Van Derven invites Jorge Padilla from Meira Wealth for a deep dive into the intricate process of rebranding in the world of financial services. Discover the motivations behind Meira Wealth's transformation, the emphasis on a team-centric approach, and the pivotal role of client feedback throughout the journey.
Tune in for a compelling conversation that sheds light on the evolution of a financial advisory firm, equipping advisors with insights on brand transitions and the significance of client-centric strategies.
Jorge Padilla
LinkedInWebsite
In this episode of RIA Collective, host Charlie Van Derven invites Jorge Padilla from Meira Wealth for a deep dive into the intricate process of rebranding in the world of financial services. Discover the motivations behind Meira Wealth's transformation, the emphasis on a team-centric approach, and the pivotal role of client feedback throughout the journey.
Tune in for a compelling conversation that sheds light on the evolution of a financial advisory firm, equipping advisors with insights on brand transitions and the significance of client-centric strategies.
Jorge Padilla
LinkedInWebsite
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RIA Collective - Charting New Waters: The Journey of Rebranding with Jorge Padilla
Transcript
You're listening to RIA Collective with your host Charlie Van Derven, a podcast designed to help financial professionals remove the fear and anxiety around going independent. Let's go. Thank you for tuning into another episode of RIA Collective. I'm your host Charlie Van Derven here all the time, but I always have a new guest. Today. I've got an awesome guest. Jorge Padilla is with Meira wealth in Miami. Jorge, thanks for joining me. Thi
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