Standing out from the crowd is a hard thing to do in the financial services industry, but that is exactly what has been achieved with Stifel Independent Advisors. In a dynamic conversation, Elite Consulting Partners CEO Frank LaRosa is joined by Stifel Independent Advisors President and CEO Alex David and Director of Business Development Tim Boostrom.
It’s a discussion that is wide-ranging, informative, and conveys exactly what sets Stifel Independent Advisors apart and how both Alex and Tim have poured their considerable expertise into developing Stifel Independent Advisors with an advisor-first focus.
Topics of note include:
*the legacy of the Stifel firm, its culture of entrepreneurship, and the impact those factors have had on the success of its independent model.
*which advisors align with the Stifel Independent Advisors value proposition and how that synergy fosters practice growth.
*the long-term vision for Stifel Independent Advisors and the strategic direction behind that vision.
*why advisors are choosing independence, where the industry is going, and how Stifel Independent Advisors is staying ahead of the curve.
The discussion between Frank, Alex, and Tim is an energetic take on why the independent model has proved so impactful in the financial services industry. The dialog is candid, real, and a must-listen for every advisor considering what independence might mean for them.
