Jude’s firm Upperline Financial has a unique fee structure that allows them to help clients and families of varying net worth while providing a holistic, vision-driven financial plan.
In this episode, Jude talks about how he carefully considered the decision to open his own RIA, and how he timed the transition to be able to spend more time with his family and also grow the business at a slower but more sustainable rate.
Be sure to listen to the end, where Jude talks about his upcoming merger with The Planning Center and why he’s excited about the future of the business. By merging with another firm, Jude will maintain ownership of Upperline, yet be able to focus his energy on the parts of the business he loves - working with clients - and delegate those that he isn’t as good at and doesn’t enjoy.
Get the full show notes and transcript for this episode at: www.kitces.com/22
In today’s episode, I speak with Inspired Financial founder, Evelyn Zohlen, an independent RIA in southern California. Her business is focused on working with women in transition, namely divorcees and widows. Her small, cohesive team dominates the niche and innovates constantly.
Evelyn shares the details of how she selected this niche and built her team. They have set up their fees and team to deliver over-the-top coverage to select clients and share responsibilities fairly. Some clients pay for AUM, while others pay her a retainer, which is a growing trend within the industry.
For Evelyn, driving referrals from centers of influence has been the foundation of how she has built her business. This has led her to bring $140M in assets under management in 15 years.
Get the full show notes and transcript for this episode at: www.kitces.com/21
I’ve received a lot of requests for me a to be a guest on my own show - so here you have it!
In this interview, I talk with my XYPN co-founder Alan Moore about how I manage to keep up with the blog, five growing businesses, speaking gigs, and actual financial planning - on top of spending time with family. I retrace the steps I’ve taken to arrive at the varied career I have today, and share some of the formative experiences of that journey.
Alan and I also talk about the time management strategies I’ve implemented in order to balance everything and avoid overcommitting myself.
Get the full show notes and transcript for this episode at: https://www.kitces.com/20
Bob Veres has long been a towering figure in the world of financial planning. He's been writing about financial planning since the early eighties and has played a key role in shaping the industry as we know it today.
In this interview, Bob shares how and why he’s worked to close the disconnect between planners’ and clients’ interests, and why he thinks financial planning could one day be a profession on par with medicine and law. We trace the changes of the profession through time, followed up with Bob’s predictions for the future.
Get the full show notes and transcript for this episode at: https://www.kitces.com/19
Angie Herbers consults with financial advisors to help them break through growth barriers and bring their firms into alignment with their core values. Although she gets about 4-5 prospects a week, Angie only works with about 10% of the advisors that want to work with her.
In this interview, Angie talks about the critical importance of setting boundaries with your business and your clients. Angie explains why your business by nature is a selfish entity, and how to protect your time and energy to ensure you don’t lose yourself to the business.
Get the full show notes and transcript for this episode at: https://www.kitces.com/18