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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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Jul 16, 2019

Danna Jacobs is the co-founder of Legacy Care Wealth, an advisory firm and accounting practice that she launched with her brother. While Danna handles the financial planning side of things, her brother focuses on the accounting and tax planning as they grow their business together. Today she joins the show to discuss how her firm works with next-generation clients and what it’s like running a business with a sibling.

Listen in as we talk in depth about their blended fee model, which charges a monthly fee for ongoing planning advice that shifts into an AUM fee as clients’ savings and portfolios grow. Danna explains the structured agenda she uses for every client—covering accomplishments since the last meeting and key client takeaways that become the clients’ homework for the next meeting—how she balanced motherhood during the early stages of her business, and more.

For show notes and more visit: https://www.kitces.com/133 

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