We are proud to announce our founder and CEO, Miguel Sosa has been selected to be appointed to the Financial Advisor IQ Leadership Council. The council is comprised of advisors who are focused on growing their clientele and are willing to share their experiences in efforts to fuel research that helps professionals strengthen their services.
Throughout the pandemic, advisors have been challenged with finding ways to continue to grow their practice while also delivering exceptional service to their clients. As investment opportunities become more diverse, FA-IQ started to create a select community of advisors to aid with growth and knowledge for other financial professionals.
As a member of the Financial Advisor Leadership Council, Miguel will join a diverse community of financial advisors to help their members attract prospects and gain valuable insights from their peers.