Unapologetically Jen: Building a Client-First Practice on Her Own Terms
Welcome to a high-energy, no-BS conversation with Jen Staben, Financial Advisor at Prime Capital and unapologetic force of nature in financial services.
In this episode of the RIA Collective, Jen sits down with host Charlie Van Derven to share how she built a client-first practice her way - and why that meant leaving behind big-name firms, scripts that didn’t sound like her, and a system that prioritized products over people.
💥 Topics Covered:
Why Jen left a major national firm to launch her own brand
The power of building a business around your values
How she made the transition seamless for…
The skinny
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