Michele Clark
Senior portfolio manager at Acropolis Investment Management with over 25 years in financial services who previously ran an independent hourly financial planning practice and worked in roles at Edward Jones and Charles Schwab.
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Aug 27, 2019 • 1h 55min
Ep 139: Plugging In For Large Firm Support To Refocus Your Time On Clients Instead with Michele Clark
Michele Clark, senior portfolio manager with 25+ years who ran an independent hourly planning practice, shares her nontraditional financial services journey. She talks about door-knocking to Schwab teaching, building an hourly RIA, pricing and scaling workflows, and why she decided to plug into a larger firm to refocus time on client relationships.
