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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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May 30, 2017

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

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