RIA Stories
Independent Advisors Share Their Profitability Plan
Independent RIAs face a competitive and crowded marketplace dominated by large firms. To stand out, earn new business, and exceed clients’ expectations, you need the knowledge to plan proactively.
Hear from leading RIAs who have leveraged The American College of Financial Services’ specialized education to achieve lasting success.
Education Is a Competitive Edge
Since its founding, Sequoia Financial Group has grown dramatically and today, the firm’s 180-member team services around 5,500 households and manages over $10 billion in assets.*
In this video, Sequoia leaders share how the education they received at The American College of Financial Services has contributed to their success.
*Assets under management as of 3/31/2022.
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We believe in education—we have to, it’s a competitive edge and if you’re not growing with your education, we believe that you’re going to start to lose a little bit.”
Bill Venter, CFP®, CIMA®, AIFA®, CEPA, Senior Financial Advisor, Sequoia Financial Group
Designations Are Career Rocket Fuel
Scott Winslow, MSFS, ChFC®, CLU®, RICP®, AEP®, CCFC®, a managing partner at Nabell Winslow Investments & Wealth Management, believes The American College of Financial Services’ designations have the power to accelerate your career.
In this video, Scott explains why the partners at his firm are heavily credentialed and committed to continuous learning—and how their education empowers them to offer clients the high-caliber services they need.
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In a world where advice is delivered through digital channels, you need to have lots of specializations in your skill set.”
Scott Winslow, MSFS, ChFC®, CLU®, RICP®, AEP®, CCFC®, Managing Partner, Nabell Winslow Investments & Wealth Management
The Industry’s Premier Learning Experience
For Innovative Wealth Building (IWB) Co-Founder and Chief Technology Officer Kennah Parham, CFP®, ChFC®, and Managing Partner, Chief Financial Officer, and Chief Compliance Officer Terry Parham, CFP®, ChFC®, CLU®, WMCP®, The American College of Financial Services is the premier destination for learning in the financial industry.
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The American College of Financial Services is a trendsetter. They’ve stayed top-of-mind for a lot of people and they’re highly recommended.”
Kennah Parham, CFP®, ChFC®, Co-Founder, Chief Technology Officer, Innovative Wealth Building
Specialized Knowledge Offers Legitimacy and Reassurance
McLean Asset Management’s Stephen Pomanti MS, MSFS, CFP®, ChFC®, CLU®, believes that the right education and designations can help advisors earn clients’ trust. By serving as a stamp of legitimacy, The American College of Financial Services’ designations can reassure clients and give them confidence in their chosen advisor.
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McLean is committed to ongoing learning and places a lot of weight on professional designations for our advisory team members.”
Stephen Pomanti MS, MSFS, CFP®, ChFC®, CLU®, Financial Planner, McLean Asset Management
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