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Focused on the Future: Building Community Through Planning with Sibyl SladeFocused on the Future: Building Community Through Planning with Sibyl Slade
IntegriVest's founder shares her path to innovation and client-centric financial planning.
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:
Email: [email protected]
Connect With Sibyl Slade:
LinkedIn: IntegriVest Wealth Advisors
LinkedIn: Sibyl Slade
Email: [email protected]
About Our Guest:
Slade is the founder and president of IntegriVest Wealth Advisors, LLC. an independent financial services firm. She lends her 28 years of banking and finance experience to provide personalized comprehensive financial planning and advisory services to small business owners and professionals. In 2022, she was recognized as a Visionary for Advisor Group’s Women Forum. In 2019, she was a nominee for the Ladenburg Institute of Women & Finance. Before founding IntegriVest Wealth Advisors, LLC, Slade began her financial services career as a financial advisor with Waddell & Reed, where she was recognized as a recipient of Waddell & Reed’s 2015 Pacesetter as well as received her Chartered Retirement Planning Counselor Designation. In 2017, Slade became an independent financial advisor and became an industry thought leader. A 21-year veteran of the Federal Reserve Bank of Atlanta, in this capacity, Slade served as a senior regional community development manager for the Atlanta Fed's community and economic development (CED) team whereby she provided regional and national input around these areas.
