On the newest episode of Targeted on the Future, host Suzanne Siracuse sits down with Sibyl Slade, founder and president of IntegriVest Wealth Advisors. Sibyl shares her journey from working on the Federal Reserve Financial institution of Atlanta to establishing her personal impartial monetary planning agency. Their dialog delves into the evolution of her profession, the what she realized after beginning her personal agency, and her revolutionary strategy to structuring her charges with a purpose to meet shoppers the place they’re.
Highlights from right now’s episode embrace:
- An summary of Sibyl’s time on the Federal Reserve Financial institution of Atlanta and the way she centered on guaranteeing underserved communities had entry to monetary services
- How her want to help households burdened by pupil mortgage debt drove her to determine her personal impartial agency, IntegriVest Wealth Advisors
- Her charge construction that provides flexibility with a purpose to serve all events
- The significance of non-judgmental and unbiased consumer interactions
- Efficient consumer occasion methods that drive natural development
- How her Small Enterprise Mastermind group has impacted her general observe
Join With Suzanne Siracuse:
Join With Sibyl Slade:
About Our Visitor:
Slade is the founder and president of IntegriVest Wealth Advisors, LLC. an impartial monetary providers agency. She lends her 28 years of banking and finance expertise to supply customized complete monetary planning and advisory providers to small enterprise house owners and professionals. In 2022, she was acknowledged as a Visionary for Advisor Group’s Ladies Discussion board. In 2019, she was a nominee for the Ladenburg Institute of Ladies & Finance. Earlier than founding IntegriVest Wealth Advisors, LLC, Slade started her monetary providers profession as a monetary advisor with Waddell & Reed, the place she was acknowledged as a recipient of Waddell & Reed’s 2015 Pacesetter in addition to obtained her Chartered Retirement Planning Counselor Designation. In 2017, Slade turned an impartial monetary advisor and have become an trade thought chief. A 21-year veteran of the Federal Reserve Financial institution of Atlanta, on this capability, Slade served as a senior regional group improvement supervisor for the Atlanta Fed’s group and financial improvement (CED) workforce whereby she supplied regional and nationwide enter round these areas.
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