In 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 starting her own independent financial planning firm. Their conversation delves into the evolution of her career, what she learned after starting her firm, and her innovative approach to structuring her fees to meet clients where they are.

Highlights from today's episode include:

• An overview of Sybil's time at the Federal Reserve Bank of Atlanta and how she focused on ensuring that underserved communities had access to financial products and services
• How her desire to help families burdened by student loan debt led her to found her own independent firm, IntegriVest Wealth Advisors
• Its fee structure adds flexibility to serve all concerned
• The importance of non-judgmental and unbiased interactions with customers
• Effective customer event strategies that drive organic growth
• How her Small Business Mastermind group has impacted her overall practice

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About our guest:

Slade is the founder and president of IntegriVest Wealth Advisors, LLC. an independent financial services firm. She brings her 28 years of experience in banking and finance to provide personalized financial planning and comprehensive advisory services to small business owners and professionals. In 2022, she was recognized as a Visionary for the Advisory Group Women's Forum. In 2019, she was nominated for the Ladenburg Institute of Women and Finance. Prior to founding IntegriVest Wealth Advisors, LLC, Slade began her financial services career as a financial advisor with Waddell & Reed, where she was recognized as a 2015 Waddell & Reed Pacesetter recipient, as well as receiving her advisor designation certified in retirement planning. 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 regional senior manager of community development for the Atlanta Fed's Community and Economic Development (CED) team where she provided regional and national input on these areas.