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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Feb 28, 2017

Today on Financial Advisor Success, I’m excited to host Dr. Carolyn McClanahan of Life Planning Partners. Carolyn is a physician and financial planner based out of Jacksonville, Florida, where her truly holistic ensemble practice works with 80 clients and maintains more than $1 million a year of stable recurring income.

In this episode, Carolyn lays out the infrastructure & beliefs of her firm and shares the client standards document that ensures she only works with considerate, responsive, all-around awesome clients.

Carolyn also talks about how she adjusts her complexity-based fee for each client, why she doesn’t want to grow beyond 100 client families, the hard lessons she learned about hiring, and the parallels she sees between medicine and financial planning. We wrap up with a discussion of her new company that plans to make it easier for financial planners to navigate working with aging clients to ensure their long term financial stability.

Get the full show notes and transcript for this episode at: https://www.kitces.com/9

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