Kelly Shikany
Financial advisor and Director of Wealth Management at Lakeside Wealth, with expertise in client-focused planning, practice transitions, and a background spanning trust companies, wire-house platforms, and independent RIA environments.
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Jan 14, 2020 • 1h 30min
Ep 159: Navigating Financial Advisor Career Opportunities Under The Employee Model with Kelly Shikany
Kelly Shikany, Director of Wealth Management at Lakeside Wealth who oversees nearly $90M and specializes in client-focused planning, shares her career journey across trust companies, wire-houses, and an RIA. She discusses building clients through women's circles, navigating a salaried employee model, handling practice transitions and client repapering, and structuring her week for maximum productivity.
