FinTech Magazine May 2020 | Page 199

199

“ We ’ re trying to create a company and a culture that allows advisors to do what they ’ re best at ”

“ Unlike some of the big wirehouses , we ’ re trying to create a company and a culture that allows advisors to do what they ’ re best at and make sure we actually align with their goals . When someone asks : what does your advisor do for you ? We want our clients to say , “ Everything – Bleakley literally does everything for me !”
— Kyle Wesley , CDO , Bleakley Financial www . fintechmagazine . com