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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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Aug 7, 2018

Diane Compardo is a partner and team leader at Moneta Group, an independent RIA with 40 partners and nearly $20 billion of assets under advisement. Now the leader of a 16-person team with four partners and $1.4 billion of AUA, Diane shifted gears after nearly two decades of building an incredibly successful advisory practice as a way to re-energize herself after a mid-career crisis.

In this episode, she shares the details of her trailblazing career path to working her way up to partner, as well as what she did to pick herself up from the low point of her career. Listen in to hear the key lessons she learned over the years, how she maintains a healthy work-life balance, and advice for newer planners hoping to follow a similar path to success.

For show notes and more visit: https://www.kitces.com/84

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