November 26, 2012

A Strategic Planning Success Story

One of AdvisorAssist's strategic planning clients recently launched her firm with some terrific early success. Her innovative business model has also caught the attention of the media.  

MoneyZen Wealth Management, founded by Manisha Thakor earlier this fall, was recently profiled in the WSJ as well as RIABiz.

Click here to see the WSJ article.
Click here to see RIABiz article.

Her early success comes as no surprise to anyone that either knows Manisha or had worked with her during her start up process.  She entered the investment advisory business with a crystal-clear sense of who she was, the type of firm that she wanted build, and how she wanted to serve her clients.

Chalk another one up for planning, focus and passion.


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