In this episode, our Host, Charlie Van Derven, chats with John Bovard, the brains behind Incline Wealth Advisors. John shares his story of moving from a big firm to being an RIA. His story shows how becoming independent can bring new opportunities, especially in digital marketing. John's experiences and tips can help listeners who want to become independent advisors themselves.
John talks about how important digital marketing has been for growing his business and keeping his clients throughout the transition and how independence has opened new avenues for marketing his authentic self.
This episode is great for anyone thinking about becoming independent. Listen in to hear how John Bovard used digital marketing to become successful in the RIA world.
John Bovard
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