#141 - The Secret to Scaling Your Firm Without Losing Your Sanity with Michelle Wong
What if you could scale your advisory firm without rushing to hire and manage a full team?
In this episode, we talk with Michelle Wong, founder and CEO of Nifty Advisor Support, about how solo and small RIAs can build lasting capacity through remote support, strong processes, and a culture-first approach.
Michelle shares how Nifty grew from a pre-COVID launch to supporting more than 60 firms today, and how the rise of remote work changed the way advisors handle client service, marketing, and operations. She explains Nifty’s two main ways of working with firms: ongoing support that feels like…
The skinny
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