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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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Mar 6, 2018

Today’s guest has had a particularly interesting journey in the advisory world. Now the founder of Portfolio Wealth Advisors—an independent RIA that manages nearly $280 million in AUM—Lee Munson managed to build his practice while overcoming a scathing article published about him in the New York Observer.

In this episode, we talk in depth about Lee’s unique career path and how he built his firm to the phenomenally profitable practice it is today. He shares why he deliberately does not meet with clients on a quarterly basis, what he says are the secrets of his success, and so much more.

For show notes and more visit: https://www.kitces.com/62.

 
 

 

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