Myriad Advisor Solutions

WHO we are...⁠ ⁠ We are a consulting firm with 15 years of industry experience, dedicated to helping financial advisors start and run their own independent businesses.⁠ ⁠ What We Do: We guide financial advisors through the transition to business independence by creating customized strategies tailored to your specific needs. Our services include but are not limited to: • Telecom • Tech • Marketing • Human Resources ⁠ At Myriad, we unveil the unknowns of starting a business and partner with you throughout the entire process to ensure your success. ⁠ #MyriadAdvisorSolutions #FiNet #FinancialAdvisor #FinancialPlanning

🚨 Ransomware Attacks Are on the Rise—Is Your Business Prepared? 🚨⁠ ⁠ Ransomware can enter your network through scam emails, server weaknesses, infected sites, or online ads. One click is all it takes to compromise your system.⁠ ⁠ At Myriad, we’re here to help you secure your systems and protect your business. Let’s talk about how you can build a robust defense against cyber threats. 💻🛡️⁠ ⁠ #CybersecurityMonth #Ransomware #ProtectYourBusiness #CyberThreats #MyriadAdvisorSolutions

Our CEO, Danielle White, CEPA®, attended the Women Lead Change event in Des Moines, gaining valuable insights on leadership, growth, and resilience.⁠ ⁠ From Tara Renze, LLC's "Be Who You Came To Be" message to strategies on balance and financial empowerment, we’re excited to apply these tools to our work at Myriad Advisor Solutions to help you grow and succeed.⁠ ⁠ #LeadershipDevelopment #WomenInBusiness #GrowthMindset #WomenLeadChange #WLC2024 Ann Sheu

Don’t Get Spooked! Join Our Cybersecurity Webinar⁠ ⁠ This Halloween, protect your business from digital monsters! 👻💻 Join us for a special cybersecurity webinar, "Don’t Get Spooked: Cybersecurity Essentials to Keep Your Business Safe."⁠ ⁠ What You’ll Learn:⁠ ⁠ Common cyber threats like public Wi-Fi & QR code traps⁠ Network security tips to shield your business⁠ Password protection against phishing scams⁠ How to secure your mobile devices from lurking threats⁠ ⁠ 🗓️ Date: October 31, 2024⁠ 🕛 Time: 12:00 PM CT⁠ 📍 Where: Online⁠ ⁠ Reserve Your Spot: https://lnkd.in/gcnRQxd6⁠ ⁠ Don’t let cyber threats haunt your business. 🎃 #CyberSecurity #Webinar #BusinessSafety #DataProtection #OnlineSafety

What do hackers really look like? Spoiler: they’re not always the hooded figures you see in movies. In reality, hacking can come in many forms-phishing emails, fake QR codes, malicious apps, and suspicious WiFi networks. Hackers are constantly evolving, using sneaky tactics to steal your personal and business data. Follow along for #CybersecurityMonth as we discuss how to protect yourself and your business! Leigh White, CEPA®

To kick off #CybersecurityMonth, let’s dive into why protecting your digital world has never been more crucial.⁠ ⁠ In today’s connected age, YOU are often the weakest link. Every app you download, every network you connect to, opens up new risks. Whether you’re at home, at work, or on the go, safeguarding your personal and business information is essential.⁠ ⁠ Now is the time to take action. Follow along this month as we explore key tips and strategies to keep you and your data secure. #StayProtected #DigitalSafety #StaySecure #Cybersecurity #MyriadAdvisorSolutions

A few members of our team had the privilege of volunteering with Junior Achievement this week, helping students build valuable financial skills for the future. We're proud to give back and support our community! ⁠ ⁠ #CommunityImpact #JuniorAchievement #FinancialLiteracy Junior Achievement of Central Iowa Andrew West Shelby Johnson

It was a busy week of travel, but completely worth it. We were proud to end the week at the Stifel Independent Advisors Conference (SIAAccess) in St. Louis! ⁠ ⁠ It’s always a pleasure supporting these incredible advisors in areas that are crucial to their success. The insights and collaboration here are invaluable, and we're grateful for the opportunity to connect and share expertise with such talented professionals.⁠ ⁠ Let’s keep driving success, empowering teams, and building a future for independent advisors that’s stronger than ever. 💡⁠ ⁠ Bonus: Our CEO, Danielle, had her day made when she got to hold the Stan Musial bat!⁠ ⁠ #SIAAccess #StifelIndependentAdvisors #ITSupport #SuccessionPlanning #Leadership #BusinessDevelopment #Networking Danielle White, CEPA®Leigh White, CEPA®Stifel Independent Advisors

We had a fantastic time at the FiNet Conference in Dallas this week, celebrating over a decade of partnership! It was great to reconnect with our valued clients and meet some of the industry’s most innovative firms. We're excited for the future and all the growth and collaboration ahead! #FiNetIgnite2024 #FinancialAdvisors #ClientPartnerships #FiNet #InnovationAndGrowth #DoWhatYouDoBestLetUsDoTheRest Danielle White, CEPA®Leigh White, CEPA®

Financial Advisors: LinkedIn is THE most effective social media platform for you!⁠ ⁠ With 62% of advisors finding new clients on LinkedIn, it’s a powerful tool you can’t afford to miss. Here’s why:⁠ ⁠ 💼 Professional Audience: Connect with high-net-worth individuals and decision-makers. ⁠ 🎯 Targeted Networking: Reach your ideal clients with ease.⁠ 📈 Thought Leadership: Share insights and build credibility. ⁠ ✨ Professional Branding: Showcase your experience and success stories.⁠ ⁠ Start leveraging LinkedIn to expand your reach and grow your practice today! We can help!⁠ ⁠ #FinancialAdvisors #LinkedInMarketing #LeadGeneration #Networking #MyriadAdvisorSolutions