K
Kelli Mickley
1
APPEARANCES
1
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
SEP 21
SEP 28
OCT 5
OCT 12
OCT 19
Sep 17, 2026
Welcome to FPFoCo, Kelli!
R
3:32Regina NeenanHOST
Tell us a little bit about how you make sure that every detail is just right when you're filling out that new account paperwork or helping out clients with changes to their accounts.
K
3:41Kelli MickleyGUEST
I have quite a bit of experience with Wealthscape, you know, for Fidelity in the past.
K
3:48Kelli MickleyGUEST
I'm just learning, you know, y'all's processes and procedures, the way you do things.
K
3:53Kelli MickleyGUEST
But yeah, I have that experience of working for financial advisors, been in the financial industry probably for over 15 years now.
K
4:05Kelli MickleyGUEST
That was, you know, when I saw this position, I was, you know, definitely wanted to, you know, get back into, you know, doing more client service stuff and kind of behind the scenes and just taking care of the clients.