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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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Nov 13, 2018

My guest today has not only gone against the conventional wisdom of never talking politics with clients, but he’s based his entire business on that very subject. Zach Teutsch is the founder of Values Added Financial, an independent RIA that focuses on working with progressive Democrats. And while this undoubtedly drives some prospects away, it has also quickly accelerated the growth of his firm, which has reached more than $300,000 in recurring retainer fees in less than 18 months.

In this episode, Zach shares how picking a niche—even one based on politics—can actually be quite effective, as well as what he’s done to leverage this fact. Listen in to hear what kinds of clients he has been able to attract with his targeted messaging, how he’s created a pricing model specifically to fit his clientele, and how the way he’s structured his firm has gotten him to the point where he no longer has to choose between work that feels good and being financially successful.

For show notes and more visit: https://www.kitces.com/98

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