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Taking Your Business To The Next Level

Taking Your Business To The Next Level

| March 13, 2022

With over two decades of extensive executive administrative support and specialized marketing communications experience, Angela York has spent most of her career working with businesses of all sizes. She is now the Founder of OnPoint Custom Virtual Solutions and in this episode, she joins the show to discuss how her business helps financial advisors market their practices whilst still falling within compliance.

Listen in as Angela explains the biggest challenges she has faced as a woman in business and how she has navigated them. You'll learn how she has found the balance between work and life, the benefit of spending your time intentionally, and how she is setting herself up for a comfortable retirement.

Listen To The Episode Here:

What You’ll Learn

  • The benefit of hiring a marketing specialist to support your business.

  • How to navigate social media as a financial advisor.

  • Why compliance can be so difficult in marketing.

  • The biggest challenges Angela has faced as a woman in business.

  • The importance of being intentional with how you spend your time.

Ideas Worth Sharing

“There is no one-size-fits-all, and so the marketing has to be tailored to that advisor's compliance.” - Angela York

“Once you become familiar with compliance, you can’t seem to get out.” - Angela York
“Protect the time that you need to take care of yourself and your family.” - Angela York


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