Episode 84 - Alli Jordan

Over the past few years, we’ve seen an influx of RIAs who are looking to grow inorganically. The movement of advisors isn’t stopping; it just depends on where they are landing within the industry. Alli Jordan, COO and Co-Founder of LibertyFi, saw a need in the RIA space and value in outsourcing.

Over the past several years, Alli and her team have built their company with a focus on serving advisors so they could better serve clients. And it’s paying off. In 2022, DeVoe reported that most RIAs are growing at a 4% rate — LibertyFi clients are seeing an 18% growth rate.

Acting as an extension of the RIAs team, LibertyFi is preparing advisors for a rapidly changing future by providing middle-office support so they can focus on what matters most — client relationships and growth.

Resources

Alli Jordan - LinkedIn

Phil Buchanan - LinkedIn

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