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The challenges of the previous yr have put Jodi Amos and Newlin Archinal, managing companions of 4Rivers Wealth Administration, to the take a look at. Their RIA agency was simply 5 weeks—sure, weeks—younger and so they had been within the midst of transitioning their purchasers when information of the pandemic broke. Guided by the idea that the character and power of a agency is demonstrated by the way it handles disaster, the companions shortly reimagined what their enterprise and shopper service may appear like in a digital setting. This skill to pivot and ship their signature high-touch service whereas relying closely on expertise has remodeled a yr of unpredictability into certainly one of progress.
To spherical out our Ladies’s Historical past Month collection honoring the Valiant Ladies of Commonwealth, our personal Christin Clohosey, program supervisor, observe administration, caught up with Jodi and Newlin over Zoom to speak about launching their very own RIA and the way they’re changing into change brokers, lighting the trail ahead for different girls in a male-dominated business. Watch the video to learn the way their imaginative and prescient and enterprise is evolving.
Earlier: Valiant Ladies of Commonwealth: Ashley Ott’s Individuals-Oriented Path to Success
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