Editor’s Note: This is the second in a series of articles about the 2022 NTSA Elite Advisors. The first is here.
NTSA congratulates NTSA 2022 Elite Advisor Alberto Gaglianese, CFP®, AIF®, CRES, for his outstanding and unique accomplishments. Gaglianese’s firm, Clearpath Wealth Partners, LLC, in Marlton, NJ, practices through Lincoln Investment and he serves 1,400 participants in 12 school districts. He has nearly $194 million in retirement assets under advisement.
“I attempt to lead by example. I never ask the junior advisors that I have mentored to do anything that I am not doing myself,” he says. “By shadowing me, they are able to see what I have done on a day-to-day basis over my years in the business and implement my practices in a way that works for them. Through this strategy, I have successfully help transition several interns into junior advisors within my practice.
“Through empowering my team, I have maintained long-term employees. I have built an exceptional team around me that enhances my strengths and offsets my weaknesses, which has not only helped build a successful business but has allowed me to spend more time on the aspects of the work I truly enjoy.”
Gaglianese values community engagement as part of the essential core of being a financial advisor. “I consider servicing my school districts more than just signing up new clients … I encourage members of the communities I service to approach me with any new events or charities that are upcoming to ensure that my involvement never falters … establishing myself as part of the community has allowed me to build trust and for strong relationships, which resulted in many new client referrals for my practice.”
2023 Elite Advisors
Note that Nominations for the NTSA 2023 Elite Advisor Awards are now open in this third quarter. Think about who might be considered to be the ‘best of the best’ NTSA member financial advisors to nominate. Nominate using this form: http://www.research.net/r/NTSA2023EAANominate. The NTSA 2023 Terms & Conditions are available at https://www.ntsa-net.org/sites/ntsa-net.org/files/2022_EA_T_and_C_1.10.2021.pdf. Nominations are due by August 8, 2022.
Be sure to join NTSA Elite Advisors at the NTSA 2023 Summit at the Grand Hyatt in Tampa, FL Feb. 26–28, 2023.
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