In this episode of RIA Collective, host Charlie Van Derven invites Jorge Padilla from Meira Wealth for a deep dive into the intricate process of rebranding in the world of financial services. Discover the motivations behind Meira Wealth's transformation, the emphasis on a team-centric approach, and the pivotal role of client feedback throughout the journey.
Tune in for a compelling conversation that sheds light on the evolution of a financial advisory firm, equipping advisors with insights on brand transitions and the significance of client-centric strategies.
Jorge Padilla
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