LOS ANGELES, Aug. 28, 2019 /PRNewswire-PRWeb/ -- AdvicePeriod, a national network of like-minded advisors, announces the successful completion of a hiring initiative that added multiple attorneys, accountants, associates, and analysts to the "Lab." The Lab, led by AdvicePeriod founder Steve Lockshin, works with the firm's most sophisticated and complex families, helping them with all aspects of their financial lives, including estate planning, bill pay, investments, and general advice.
"We need to hire today for the team we'll want in twelve to eighteen months," explains Lockshin. "We continue to identify more ways to help our clients. These solutions require a team of subject matter experts to collaborate and deliver."
The Lab, which tests new technology and services before they are rolled out to all AdvicePeriod clients, has expanded its scope to include full business management services including bill pay, financial statement creation, and entity management. The firm expects to roll out even more integrated services before the end of the year.
"We are building a digitally integrated professional services firm," continues Lockshin, "where clients can seamlessly get their planning, investment, tax, and legal needs met effectively and efficiently."
AdvicePeriod's mission is to reinvent wealth management. "We still have a long way to go," Lockshin says, "but I've never felt better about our team."
AdvicePeriod has added over 20 new team members this year and has plans to hire rigorously during the remainder of the year. The firm has grown to over 75 employees with offices in seven states in under five years.
AdvicePeriod is a leading, SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth. Our mission: to make wealth management more fair, effective, and successful, for clients and advisors alike. To learn more, visit: https://www.adviceperiod.com.