Create a Sphere of Influence to Receive Ideal Referrals (Part II)
In Part II. Alexandra Miele explains how her Sphere of Influence generates high-quality referrals.
Apr 25, 2024
12:05 pm
Apr 11, 2024
11:00 am
Create a Sphere of Influence to Receive Ideal Referrals (Part I)
Alexandra Miele explains how she meticulously built a Sphere of Influence that consistently provides her firm with high-quality referrals.
Mar 28, 2024
2:13 pm
Why Transparent Pricing is Vital
Alexandra Miele explains her innovative approach to compensation, combining flat fees and AUM with a transparent pricing menu of services.
Mar 14, 2024
10:34 am
What Would Your Firm Look Like if You Were Starting over With a Clean Slate?
Alexandra Miele, CFP® explains how she and her partner successfully built their dream firm and shares insights into starting over.