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Blue Duck Wealth Management launches new adviser portal for financial advisers

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SEC-registered RIA, Blue Duck Wealth Management has launched a new advisor portal for its financial advisor members interested in learning new ways to refine their skills through training, mentoring, and collaboration.

The adviser portal will provide education on investing, retirement, and financial planning, in addition to personalised training, mentorship, proven marketing strategies, lead generation tools, and access to supported vendors.
 
Frank Akridge, the President of Blue Duck Wealth Management, is the primary contact to becoming a member of the RIA. With over 17 years’ experience in comprehensive financial planning, Akridge understands the obstacles advisors face daily, and genuinely cares about the relationship he builds with each advisor to help them to grow a balanced practice. His strategy focuses on mentorship and coaching to guide the advisor in successfully reaching his full potential.
 
“One of the most important aspects in any business is the need to build relationships, all while maintaining a client’s best interest,” he says. ”The training and mentoring I offer are proven to help the advisor best connect with their client, leading to a long-lasting relationship.”
 

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