Arthur J. Meconi III is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, bringing over 20 years of experience to the table. Art delves into his unexpected financial advisory journey, his wife’s role in their successful practice, and the importance of building strong client relationships. Learn about his strategies for acquiring other firms, creating a concierge service model, and setting long-term business goals.
In this episode, Chris and Art discuss:
- The Role of Family in Business
- Building and Growing the Practice
- Acquiring Other Practices
- Future Goals and Client Experience
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!
