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Advisor Case Studies: Putting People First

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"Advisor Case Studies: Putting People First"

Becoming an independent RIA is a big step, and creating a brand new firm may not be for everyone. For Stasia Washington, joining an existing RIA firm meant she could skip the usual business start-up tasks and focus on the one thing she cared about most: building exceptional client relationships. Now, she’s sharing her advice on paving your path forward. TRG (1022-2DFM)

Today, Stasia Washington is recognized as one of the “Most Influential Wealth Managers” by Los Angeles Business Journal. Her story began in retail banking, but her determined mindset and dream to be someone people trust with their financial futures drove her to make the leap to independence. When she joined an existing Registered Investment Advisory (RIA) firm in West Hollywood, she got the freedom to put her clients first, always. And with support from Schwab Advisor Services, her firm has built an extremely-successful practice that spans across the country. 

“It goes back to relationships. I really missed working with clients. I’m in the business of solving problems, and I missed being a go-to person.”

 ~Stasia Washington, Managing Director & Senior Vice President, First Foundation Advisors

To read more of Stasia’s advice on everything from custodians to building client relationships, download the case study.

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