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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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Jun 18, 2019

Donna Skeels Cygan, the President of Sage Future Financial, joins the show to discuss how she runs a firm overseeing nearly $90 million in assets under management and still maintains a work-life balance. After building her first successful firm, Donna decided to sell it and come back three years later to start over again, this time building a much more deliberately-crafted schedule that’s intended to only ever have 40 affluent clients.

In this episode, Donna shares her journey in building her first and second advisory firms, as well as how she decided which clients she wanted to bring to her second firm when starting up again. You’ll learn about her process and the tools she uses, how she employs a virtual assistant to maximize her time with her clients, and why she has no concerns about her ability to remain competitive as a stand-alone solo advisor.

For show notes and more visit: https://www.kitces.com/129

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