A native of Michigan, Chase loves all the beauty it has to offer – enjoying every moment with his wife Savanah and dog Winston.
The Education Team is back at Education Station to discuss the events we have on the books for 2022, and hosting engaging client events.
Five tips and observations to help advisors navigate the new normal while getting the most out of seeing their clients outside the zoom box.
The word “TAMP” is thrown around this industry a lot. You may be saying to yourself, “I don’t even know what a f/**ing TAMP is.”
In lieu of our usual April Fools’ Day silliness, we thought we would share some of our favorite unintended moments together as a team.
The AE team discusses calming nerves around volatility, preparing for the return of student loans, and communicating risk range with clients.
Come aboard as we discuss the value an Outsourced Chief Investment Officer can provide for Advisors and their business.
Chase Smith is laser focused on helping advisors find the right fit. Working to understand advisors’s goals, business structure, and needs, he curates solutions that improve their client’s experience.
Great Lakes >
- playing or watching sports 93% 93%
- craft beer 72% 72%
- iced coffee 85% 85%
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