Company

HolistiPractice

Financial Services Fort Mill, South Carolina, United States 6 employees

Employees: 6

holistipractice.com LinkedIn

HolistiPractice Overview

Headquarters: Fort Mill, South Carolina, United States
Website: holistipractice.com
Industry: Financial Services
Employees: 6
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Fort Mill

About HolistiPractice

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.

Compare Similar Companies to HolistiPractice

U.S. Department of State

International Affairs