While some advisors work at multiple firms throughout their careers, others work their way up within a single firm. Today's guest shares how she climbed the ladder from serving as an unpaid intern to CEO of the same, now-$3.4 billion, RIA.
Neela Hummel is the CEO of Abacus Wealth Partners, and she joins the show to share how she found opportunities to support senior advisors relatively early in her career, building her confidence and expertise to take the lead with clients. Listen in as she takes us through her transition into leadership, how she balanced management and business development responsibilities, and how she structures her schedule around the work that has the greatest impact. Neela also explains how she supports her personal and professional goals, the value of expanding equity ownership in a firm, and how curiosity has been a key contributor to her career success.
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