I help independent financial advisors strategically grow & scale their practices. Specific strengths in communication & behavioral finance insights & practice management. Work with advisors from growth to acquisition to succession.
Group workshops are exclusively for female financial advisors.
For select bank and credit union clients, provide strategic consulting and fractional sales management.
Company Details
- Address
- Fort Mill, South Carolina 29708, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://holistipractice.com/
- Keywords
- Fort Mill.
- HQ
- Fort Mill, South Carolina
Holistipractice Questions
Holistipractice's website is https://holistipractice.com/
Holistipractice's LinkedIn profile is https://www.linkedin.com/company/holistipractice
Holistipractice's industry is
Financial Services
Holistipractice's top competitors are
Elevage Partners,
Quivr Crm,
M&t Bank,
U.s. Department Of State,
First Citizens Bank.
Holistipractice's categories are Financial Services
