The Breakaway Blueprint: How Nelly Mubashi Helps Advisors Go Independent

Episode 101: This week, Kyle Van Pelt talks with Nelly Mubashi, CEO of Northwest Asset Management and RIA Innovations. They discuss how advisors can build their own RIA easily and confidently. Nelly also shares her remarkable journey from receptionist to CEO, the importance of culture in growing a company, and how Northwest Asset Management and RIA Innovations can be the launchpad for advisors going independent.

In this episode:

(00:00) - Intro

(01:50) - Nelly's money moment

(07:16) - Why Nelly chose the RIA space over larger firms

(08:42) - Launching an RIA in the middle of the 2008 financial crisis

(10:26) - Maintaining company culture across a growing, remote team

(13:25) - Why Nelly offers à la carte services instead of a one-size-fits-all model

(15:19) - Designing the tech stack at Northwest Asset Management

( 17:59) - Integrating technology across platforms without chaos

(20:35) - Making sense of business data in a multi-platform world

(23:36) - The ideal advisor fit for Northwest Asset Management

(25:53) - How the firm attracts and retains breakaway advisors