In a new episode of the Financial Planning Podcast, financial advisor Zaneilia Harris explains how she identified her practice’s base of clients and built it after going independent.
The 15-year veteran planner launched her Washington, D.C.-area RIA, Harris & Harris Wealth Management Group, in 2009 after starting her career at Merrill Lynch. Harris is the author of the Finance and Stilettos
In the podcast, FP Chief Correspondent Tobias Salinger asked Harris four questions about her practice’s clients, the most common planning issues for them during the pandemic and the biggest challenges of leaving a wirehouse to launch an independent RIA.
1. You went independent early in your career for an advisor. When and how did you decide to take that big step?
2. What is your practice’s base of clients and how did you identify it?
3. What are the most common planning challenges among your clients and how have they shifted during the pandemic?
4. What do you think are the biggest and most important changes to a practice when advisors go independent?
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