AdvicePeriod Attracts Solo Practitioner Ready to Hit the Gas on Growth

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Resource-rich RIA adds Jim Shagawat, CFP®, ChFC®, enabling him to focus on working with clients and finding new ones

AdvicePeriod, a national advisory firm built for advisors, by advisors, is pleased to announce the addition of Jim Shagawat, CFP®, ChFC® as a Partner Advisor. Shagawat is the ninth advisor to join the firm this year.

“Jim is a perfect fit for us,” says Thomas Donnelly, Head of Advisor Experience at AdvicePeriod. “He’s a fantastic financial planner who found himself bogged down with the day-to-day of running a solo practice. By leveraging our team to outsource those back and middle-office tasks, he’ll be able to spend more time on his clients, which is where his passion lies”

“I could not be more excited to join this amazing team,” shares Shagawat. “The support and access to institutional resources and growth channels are all going to help me take my practice to the next level.”

Donnelly adds, “We’ve seen that as soon as advisors are free of the multiple hats they have been wearing, they start to flourish and grow. I can’t imagine many financial planners got into the business because they loved doing compliance, operations, or administrative work.”

AdvicePeriod, which was recently named an Inc. magazine Best Workplace for the second year in a row, has attracted advisors from coast-to-coast. By providing advisors with a turn-key platform, the firm is helping advisors simplify their business and focus on what matters.

About AdvicePeriod:
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.

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Jonathan Row
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