The challenges of the previous 12 months have put Jodi Amos and Newlin Archinal, managing companions of 4Rivers Wealth Administration, to the check. Their RIA agency was simply 5 weeks—sure, weeks—younger they usually have been within the midst of transitioning their shoppers when information of the pandemic broke. Guided by the assumption that the character and power of a agency is demonstrated by the way it handles disaster, the companions rapidly reimagined what their enterprise and consumer service may appear like in a digital setting. This capability to pivot and ship their signature high-touch service whereas relying closely on expertise has remodeled a 12 months of unpredictability into considered one of development.
To spherical out our Girls’s Historical past Month collection honoring the Valiant Girls of Commonwealth, our personal Christin Clohosey, program supervisor, apply administration, caught up with Jodi and Newlin over Zoom to speak about launching their very own RIA and the way they’re changing into change brokers, lighting the trail ahead for different ladies in a male-dominated business. Watch the video to learn the way their imaginative and prescient and enterprise is evolving.
Earlier: Valiant Girls of Commonwealth: Ashley Ott’s Folks-Oriented Path to Success