May 2021 | Becoming Referable

InTandem on How One Firm Experienced Unprecedented Growth During the Pandemic

“We got more clients and referrals in 2020 than ever before.” That quote got our attention, but it is the reality for InTandem Financial. InTandem Financial is a strategic wealth advisory firm located in Mechanicsburg, Pennsylvania.  Partners Jay Broeg, CFP and Matt Krise, CFP formed InTandem Financial in 2018 as [...]

By Julie Littlechild|2022-01-03T17:13:00+00:00May 25th, 2021|Categories: Podcast|Tags: Becoming Referable, Growth, InTandem Financial|0 Comments

Eliza De Pardo on Team Compensation Planning

Eliza De Pardo is the Founder and Director of De Pardo Consulting. She launched De Pardo Consulting after almost a decade as a Co-Founder and a Director of FA Insight, a research and consulting firm that exclusively served the financial services industry. She brings [...]

By Julie Littlechild|2022-01-03T17:13:01+00:00May 6th, 2021|Categories: Podcast|Tags: Becoming Referable, Compensation Planning, Eliza De Pardo|0 Comments