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Ep 168: Building An Advisory Firm That Can Be Sold Even When Your Name Is Still On The Door with Erin Botsford
Erin Botsford is the founder of Botsford Financial Group, a hybrid RIA with the LPL platform that oversees $1 billion in assets under management. Erin has built and evolved her firm over the years, s…
Published on 5 years, 9 months ago
Ep 167: Creating More Buy-In To Change Financial Behaviors With A Life Planning Approach With Scott Frank
Scott Frank is the founder of Stones Steps Financial an RIA that has rapidly grown to 67 clients with over 400,000$ of annualized revenue in just five years. Scott has evolved his advisory firm from …
Published on 5 years, 9 months ago
Ep 166: How Organic Growth Begets More Growth: The Size Bonus Of Building A Local And National Advisor Brand with Peter Mallouk
Peter Mallouk is the founder and president of Creative Planning, an independent RIA that oversees nearly 50 billion in assets under management for over 30,000 households. Peter has built his firm to …
Published on 5 years, 9 months ago
Ep 165: Navigating Broker Protocol When The Firm You Start With Isn't The One You Want To Stick With - with Steve Kampschmidt
Steve Kampschmidt is the founder of Freedom Found Financial, an RIA that oversees just under $20 million in assets under management for 30 affluent clients. After breaking away from a training progra…
Published on 5 years, 9 months ago
Ep 164: Making The Hard Transition From Financial Advisor To Business Owner Of Your Advisory Firm with Julia Carlson
Julia Carlson is the founder and CEO of Financial Freedom Wealth Management Group, a hybrid RIA that oversees nearly $300 million in AUM for almost 1,000 client households. Today she joins the show t…
Published on 5 years, 9 months ago
Ep 163: Building A Fast-Growth Practice Without Prospecting By Working Under A Credit Union with Michael Gennawey
Michael Gennaway is a financial advisor and program manager for SoCal Wealth Management, a hybrid advisory firm that oversees $260 million of assets under management for over 1,800 clients. Today Mic…
Published on 5 years, 10 months ago
Ep 162: Efficiently Expanding In-Depth Financial Planning Services To Move Beyond The AUM-Only Model with Tim Bickmore
Tim Bickmore is the co-founder and director of financial planning for LBW Wealth Management, an independent RIA that oversees more than $50 million in assets under management for 230 client household…
Published on 5 years, 10 months ago
Ep 161: Cultivating The Right Firm Culture With A Reality-Based Leadership Approach with Tessa Felix
Tessa Felix is the HR and Operations Lead for PWL Capital, an advisory firm that oversees nearly $3.6 billion in assets under management. Tessa has focused on developing the culture of her advisory f…
Published on 5 years, 10 months ago
Ep 160: Accelerating Growth By Spending More Than 10% Of Revenue On Marketing (That Works) with Gabriel Shahin
Gabriel Shahin is the founder of Falcon Wealth, an independent RIA that oversees nearly $200 million in assets under management for 370 clients. Today Gabriel joins the show to share how he has built…
Published on 5 years, 10 months ago
Ep 159: Navigating Financial Advisor Career Opportunities Under The Employee Model with Kelly Shikany
Kelly Shikany is a financial advisor and Director of Wealth Management for Lakeside Wealth, a hybrid RIA where she manages a base of nearly $90 million in client assets. Deciding to not hang her hat …
Published on 5 years, 11 months ago