Michele Clark's guest appearances

Michele Clark

Financial Advisor Success

Tamariki Book Festival

Jason Zweig

Roger Whitney

Hilary Hendershott

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

Ric Edelman

OwlTail

Interviews with local authors and illustrators taking part in the Tamariki Book Festival

Tamariki Book Festival - Michele Clark McConnochie

Michele Clark is the senior portfolio manager for Acropolis Investment Management with more than 25 years of experience in financial services. From cold knocking to becoming a regional investor educational specialist and now working in investment management, Michele really has done it all within the industry. She even ran her own independent hourly financial planning practice until she recently decided to “plug-in” to a larger firm. In this episode, Michele discusses her non-traditional journey through the financial advisory industry, as well as how she managed to re-balance both her business and the work she is doing in it. Listen in as she shares her best tips for attracting clients no matter where you are, the importance of developing an expertise, and how to confront the inevitable challenges you will face when starting out on your own. For show notes and more visit: https://www.kitces.com/139 

Michele Clark is the senior portfolio manager for Acropolis Investment Management with more than 25 years of experience in financial services. From cold knocking to becoming a regional investor educational specialist and now working in investment management, Michele really has done it all within the industry. She even ran her own independent hourly financial planning practice until she recently decided to “plug-in” to a larger firm. In this episode, Michele discusses her non-traditional journey through the financial advisory industry, as well as how she managed to re-balance both her business and the work she is doing in it. Listen in as she shares her best tips for attracting clients no matter where you are, the importance of developing an expertise, and how to confront the inevitable challenges you will face when starting out on your own. For show notes and more visit: <a href="https://www.kitces.com/139" rel="nofollow" target="_blank">https://www.kitces.com/139</a>

 Ep 139: Plugging In For Large Firm Support To Refocus Your Time On Clients Instead with Michele Clark