Episode Details

On the latest episode of Focused on the Future, host Suzanne Siracuse sits down with Sibyl Slade, founder and president of IntegriVest Wealth Advisors. Sibyl shares her journey from working at the Federal Reserve Bank of Atlanta to establishing her own independent financial planning firm. Their conversation delves into the evolution of her career, the what she learned after starting her own firm, and her innovative approach to structuring her fees in order to meet clients where they are.

 Highlights from today’s episode include:

• An overview of Sibyl’s time at the Federal Reserve Bank of Atlanta and how she focused on ensuring underserved communities had access to financial products and services
• How her desire to aid families burdened by student loan debt drove her to establish her own independent firm, IntegriVest Wealth Advisors
• Her fee structure that adds flexibility in order to serve all interested parties
• The importance of non-judgmental and unbiased client interactions
• Effective client event strategies that drive organic growth
• How her Small Business Mastermind group has impacted her overall practice

Connect With Suzanne Siracuse:

• WealthManagement.com
• LinkedIn: WealthManagment.com
• LinkedIn: Suzanne Siracuse
• Twitter: Suzanne Siracuse
• Email: Suzanne@suzannesiracuse.com

Connect With Sibyl Slade: 

• IntegriVest Wealth Advisors
• LinkedIn: IntegriVest Wealth Advisors
• LinkedIn: Sibyl Slade
• Email: Sibyl.Slade@gmail.com 

 About Our Guest:

Slade is the founder and president of IntegriVest Wealth Advisors, LLC. an independent financial