We are joined by Jina Yi of Wealth Architects and Victoria Latham of Parallel Financial and the Fiduciary Alliance for Episode 69. Jina has been with Wealth Architects, headquartered in Mountain View, CA, since 2007 and was appointed the Chief Operating Officer and Chief Compliance Officer in 2021. The firm employes 25 team members, managing close to $2 billion in assets under management for approximately 400 clients. Victoria is the Director of Operations for Parallel Financial, located in Greenville, South Carolina, and also the Chief Compliance Officer for Fiduciary Alliance, a roll-up of which Parallel Financial is one of 11 member firms under Fiduciary Alliance. Matt, Jina, and Victoria have a wide-ranging conversation covering their varied histories in the industry (including Victoria’s time as a police officer!), as well as:
- How they approach their to-do lists every morning
- Hiring and interviewing strategies to identify the right candidate for the right role
- Tips to ensure their firm’s culture remains intact as they add more and more employees
- The Technology and People challenges with integrating new tools into their tech stack
- How they leverage technology to tackle their Compliance responsibilities
- Suggestions for making the quarterly billing process more streamlined and consistent
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