Info

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.
RSS Feed
Financial Advisor Success
2019
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December


All Episodes
Archives
Now displaying: Page 1
Aug 28, 2018

My guest today has had quite an unusual path through the industry. After building a successful practice at a wirehouse for the first 20 years of her career, René Nourse went independent so she could use the system she wanted to use to build with the type of clientele she wanted to serve. Now the founder of Urban Wealth Management—an independent RIA in the Los Angeles area that manages nearly $120 million of AUM for more than 200 clients—René is focused on serving her niche working with professional women.

In this episode, she shares what it was like building her advisory practice in a wirehouse environment as both a woman and a minority, as well as the process she went through to break away from the wirehouse world and form her own independent RIA. Listen in to learn how she retained the trust of her clients after the shift, how she structures her own firm, and how she has used a digitally savvy marketing approach to grow her business to where it is today.

For show notes and more visit: https://www.kitces.com/87

0 Comments
Adding comments is not available at this time.