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Developing The "Middle" Management Layer To Scale Up Team Leadership Capacity For $3B Of AUM with Stacey McKinnon
Episode 418
Stacey McKinnon is the chief operating officer of Morton Wealth, an RIA based out of California that oversees approximately $3 billion in assets under management for 1,300 client households. Stacey h…
Published on 11 months, 2 weeks ago
Establishing Your Authority As An Expert By Following A Short Book Formula For Authorship with Paul G McManus
Episode 417
Paul G McManus is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process. Paul advises financial…
Published on 11 months, 3 weeks ago
Avoiding The Compliance Headaches When Going RIA By Choosing A 'Supported Independence' Corporate RIA Platform with Fran Toler
Episode 416
Fran Toler is the CEO of Toler Financial Group, a DBA firm under the RIA Rossby Financial, that oversees nearly $200 million in assets under management for 280 households. Fran discusses how she tran…
Published on 1 year ago
Systematizing A Firm-Wide Planning Process By Leveraging Centralized Teams And A Ticketing Workflow System with Erika Wood
Episode 415
Erika Wood is the Director of Wealth Management of VisionPoint Advisory Group, a hybrid advisory firm based in Dallas that oversees approximately $3 billion in assets under advisement for both 780 cl…
Published on 1 year ago
Narrowing Down The Focus To Byte-Sized Planning For Tech Employees To 10X To $50M AUM In Just 3 Years with Eric Franklin
Episode 414
Eric Franklin is the Managing Partner of Prospero Wealth, an RIA based out of Seattle that oversees $52 million in assets under management for 80 households. Eric uniquely grew his assets under manag…
Published on 1 year ago
Building An Internal Advisor Training Program To Solve The Talent Pipeline As A Growing $4B Advisory Firm with Kevin Leahy
Episode 413
Kevin Leahy is the CEO of Connecticut Wealth Management, an RIA based out of Connecticut that oversees approximately $4 billion in assets under management for 1,100 households. Kevin's firm stands ou…
Published on 1 year ago
3X'ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For with Anjali Jariwala
Episode 412
Anjali Jariwala is the Founder of FIT Advisors, a California-based RIA that operates virtually nationwide, managing $65 million in assets for 45 client households. Over the past six years, Anjali has…
Published on 1 year ago
Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk Approach with Larry Kriesmer
Episode 411
Larry Kriesmer is the Chairman of Measured Risk Portfolios, an RIA based out of San Diego that oversees $350 million in assets under management for a combination of internal retail clients and extern…
Published on 1 year, 1 month ago
Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over 'Just' Meetings with Emily Biehler
Episode 410
Emily Biehler is the co-founder of TrailWise Financial Partners, an RIA based out of Colorado that oversees approximately $80 million in assets under management for 200 client households. What's uniq…
Published on 1 year, 1 month ago
Adding 1,400 New Clients in a Year as an Extension of Doing (Profitable) Student Loan Consulting at Scale with Travis Hornsby
Episode 409
Travis Hornsby is the founder of Student Loan Planner, an RIA and student loan consulting company based out of North Carolina that serves nearly 1,400 households with ongoing financial planning and h…
Published on 1 year, 1 month ago