#FASuccess Ep 399: Maintaining Company Culture More Virtually (When Scaling Past $3B AUM With 10 Office Locations), With Kelli Kiemle

4 weeks ago 33

Welcome everyone! Welcome to the 399th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Kelli Kiemle. Kelli is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based in Long Beach, California, that oversees $3.1 billion in assets under management for 750 client households. What's uniqueRead More... The post #FASuccess Ep 399: Maintaining Company Culture More Virtually (When Scaling Past $3B AUM With 10 Office Locations), With Kelli Kiemle first appeared on Kitces.com.


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