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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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Jul 25, 2017

Josh Itzoe is a CFP, AIF, and Partner at Greenspring Wealth, where he consults with corporate clients about how they can improve their 401(k) offerings.

Josh is also a self-published author and believes that publishing a book about his industry was the best business decision he’s ever made. 

In this episode, Josh shares how he initially got into the institutional side of financial planning and what fascinates him about helping companies hash out their 401(k) programs. 

Josh also walks through the process of writing and publishing his book, and the results he saw afterward. He shares some of the best resources for those interested in the 401(k) planning space and talks about why he decided to read the entire ERISA law - which is no small feat - to gain an edge over other advisors.

Get the full show notes and transcript for this episode at: www.kitces.com/30

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