Charting New Waters: The Journey of Rebranding with Jorge Padilla

RIA Collective
06/10/2023 36 min
Charting New Waters: The Journey of Rebranding with Jorge Padilla

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Episode Synopsis

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 PadillaLinkedIn Website

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