Nicole Gopoian Wirick, JD, CFP® founded Prosperity Wealth Strategies in 2019 in order to help clients define and achieve prosperity. One of Nicole’s greatest joys is developing a relationship with her clients, who have become a meaningful part of her life. Prosperity Wealth Strategies is a fee-only wealth management providing financial planning with a personal touch.
In this episode, Brian and Nicole discuss:
- Bridging the Divide Between Female Donors and Investment Management
- Building a Boutique Advisory Firm
- Creating Client-Centric Financial Advisory Firms
- Fostering Collaborative Client Relationships
Talk With Brian Directly On How FourStar Can Help Grow Your Practice!
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