Based in Cedar Rapids, Iowa, Ashlea Jones serves a roster of curious, proactive, and dedicated clients looking to achieve the next level of financial success. Ashlea is a fiduciary and investment advisor representative holding a Series 65 registration who, along with the extensive team at Prime Capital Investment Advisors, provides each client with a customized plan tailored to their situation.
In this episode, Chris and Ashlea discuss:
- Breaking Into Wealth Management
- How Door-to-Door Sales Built Her Financial Career
- The Art of Asking Questions
- Transitioning from Sales to Fiduciary Advisory Roles
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
