Scaling Your Advisory Practice Through LinkedIn with Ariel Lee

Ariel Lee built her financial advisory practice primarily from LinkedIn, growing one of the largest followings of any advisor on the platform today.

In this episode, she shares her unconventional path from automotive finance to wealth management, the financial pitfalls she witnessed, and how those experiences shape her approach to advising clients. We also discuss marketing on LinkedIn, the power of authenticity and relatability, and finding a niche.

Please enjoy our conversation with Ariel Lee.