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Ep 208: Offering In-House Tax Preparation To Supplement Revenue And Enhance Client Retention with Debbie Freeman
Debbie Freeman is a partner with Peak Financial Advisors, an independent RIA out of Denver, Colorado that oversees $175 million of assets under management for 105 families. Peak Financial is unique i…
Published on 4 years, 11 months ago
Ep 207: Building A High-Touch Practice Starting From Scratch Straight Out Of School with Lindsay Elwood-Goetz
Lindsay Elwood-Goetz is the founder of Elwood & Goetz, an independent RIA based out of Athens, Georgia that oversees $365 million in AUM for 375 affluent clients. Lindsay launched her business within…
Published on 5 years ago
Ep 206: (Re-)Building The Practice You Want After Your Former Firm Tries To Stop You From Breaking Away with Drew Stotler
Drew Stotler is the founder of Stotler Wealth Management, a hybrid advisory firm based in St. Louis that serves 100 middle-income clients. Drew had a unique journey to building his own advisory firm,…
Published on 5 years ago
Ep 205: Differentiating From The Crowd By Pursuing A Specialized Clientele Of Cross-Border (Swiss) Expatriates with Marina Hernández
Marina Hernández is the founder of Swiss American Wealth Advisors, an independent RIA that specializes in working with cross-border Swiss-American expatriates. Marina's model is unique because her ni…
Published on 5 years ago
Ep 204: Being Able To Just Focus On Clients By Choosing To Be An Employee Advisor At A Growing Firm with Blair DuQuesnay
Blair DuQuesnay is a financial advisor with Ritholtz Wealth Management, an independent RIA based in New York City that oversees nearly $1.3 billion of assets under management for more than 1,000 affl…
Published on 5 years ago
Ep 203: Adapting Financial Advisor Marketing To The Pandemic By Sticking With What (Virtually) Works with Maribeth Kuzmeski
Maribeth Kuzmeski is the founder of Red Zone Marketing, a marketing consulting firm that helps independent financial advisors implement actionable marketing strategies to grow their advisory. Maribet…
Published on 5 years, 1 month ago
Ep 202: Improving Client Follow-Thru On Advice By Scaling A Quick-Touch Monthly Meeting Model with Pam Capalad
Pam Capalad is the founder of Brunch & Budget, a financial planning and coaching firm based in New York City that focuses on first-generation immigrants and communities of color. Brunch & Budget uses…
Published on 5 years, 1 month ago
Ep 201: Building A Scalable Advisor Marketing Engine That Eliminates Reliance On Rainmakers Or Referrals with John Wernz
John Wernz is the former Chief Marketing Officer for Wealth Enhancement Group, an independent RIA based in Minneapolis that has nearly $20 billion in assets under management for nearly 20,000 affluen…
Published on 5 years, 1 month ago
Ep 200: Scaling A Successful Business Beyond Yourself By Constantly Reinventing Your Role with Michael Kitces
This is a milestone 200th episode, and we're doing things a little differently today! We put out a survey to the listenership asking who we should invite as our guest today, and overwhelmingly, you t…
Published on 5 years, 1 month ago
Ep 199: The Barbell Approach To Building A High-Income And Broad-Reach Lifestyle Practice with Morgen Rochard
Morgen Rochard is the founder of Origin Wealth Advisers, an independent RIA based out of Austin, Texas, that oversees nearly $35 million in assets under management for 25 affluent clients. Using a ba…
Published on 5 years, 1 month ago