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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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Apr 9, 2019

My guest today keeps up our recent trend of speaking with advisors who serve a unique niche. The founder of Practical Financial Planning, Kenneth Robinson focuses his planning services specifically on Ohio public sector employees. A former public sector employee himself—before he transitioned into financial planning 20 years ago—Kenneth has managed to maximize the efficiency of his practice by developing a specialized knowledge of public sector employee issues and pensions.

In this episode, Kenneth shares how he built his business in such a narrow niche, as well as how his heavy specialization not only built his confidence as an advisor, but also made him comfortable increasing his fees. Listen in to learn how he structures his business, tips for dealing with toxic clients, and powerful advice he has received over the years.

For show notes and more visit: https://www.kitces.com/119 

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