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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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Sep 11, 2018

My guest today has built one of the largest successful advisory businesses in the country. Ric Edelman is the founder and executive chairman of Edelman Financial Services, a mega-independent RIA with more than $22 billion in AUM, with 165 advisors serving 36,000 clients across 43 office locations from coast to coast. After starting out like any other financial advisor—selling mutual funds in the 1980s as an individual advisor—Ric has spent the last thirty years ultimately building a marketing machine that brought in a whopping 45,000 prospects to his firm last year alone.

In this episode, Ric shares how he grew and scaled Edelman Financial over time, as well as how his marketing of the firm has evolved over the years. Listen in to hear why he considers it the firm’s job to bring in new clients (and the role of advisors to simply service those clients), how he would do things differently if he were starting fresh today, and advice for advisors who are thinking about or actively building a practice from scratch.

For show notes and more visit: https://www.kitces.com/89

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