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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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Now displaying: July, 2022
Jul 26, 2022

Amy Irvine is the owner of Rooted Planning Group, an independent RIA based out of New York that oversees $67 million in assets under management for 175 households. Impressively, Amy has successfully managed the complexities of starting her own RIA focused on Gen X women despite seeing a very rapid expansion from 30 clients to over 100 clients in under 18 months.

Listen in as she shares what made her realize that there was an untapped opportunity to provide financial planning services to career-driven Gen X women, as well as how she gained a generous amount of referrals. We also discuss how Amy managed the rapid growth of her firm, including why she chose to stop taking on any new clients for 3 months and instead hired a coach to prioritize the mental health of her staff over the economic growth of her firm.

For show notes and more visit: https://www.kitces.com/291

Jul 19, 2022

Andrew Komarow is the Founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based out of Connecticut that oversees $100-million in assets under management for 100 households. Andrew identifies as a financial advisor with autism and has built a firm with a specialized niche of neurodivergent clients, helping them navigate their unique and sometimes complex financial planning challenges.

Listen in as Andrew shares how being diagnosed with autism as an adult gave him the realization that he was uniquely positioned to serve other neurodivergent clients through his firm, why he credits his autism with helping him earn more than 16 financial planning designations despite never graduating high school, and how he created an impact investing index with 79 companies that embrace neurodiversity and inclusion. We also discuss how educational tools on his website and Facebook groups for the special needs community have helped Andrew grow his client base, and why he believes that hiring his first team member before he had the revenue to afford it was the best business decision he ever made.

For show notes and more visit: https://www.kitces.com/290

Jul 12, 2022

Kamila Elliott is the CEO and Founder of Collective Wealth Partners, an independent RIA based out of Atlanta that oversees nearly $25-million in assets under management for 175 client households. Kamila and her partners built a firm comprised entirely of Black CFP professionals that are dedicated to supporting the creation of wealth for BIPOC and underserved communities through a model that charges them for advice only, even if they don’t yet have assets.

Listen in as Kamila shares why she intentionally shifted her career focus to build an independent practice, how working with ultra-high-net-worth clients in her previous role gave her the skills and insight to help her firm’s clients grow and retain wealth, and how she explains the value of a financial advisor to clients who have never had an advisor before. We also discuss how Collective Wealth Partners is structured, including why they chose to serve clients collectively with a team approach, and why they chose to create a firm with equal partnership in every aspect.

For show notes and more visit: https://www.kitces.com/289

Jul 5, 2022

Patrick Kilbane is a Partner and Director of the Divorce Advisory Group for Ullmann Wealth Partners, an independent RIA based in Jacksonville Beach, Florida that oversees $800 million in assets under management for 350 client households. After stepping away from a successful career as a family law attorney, Patrick transitioned into becoming a financial advisor who specializes in divorce with a unique value-add of being able to work collaboratively with his former legal colleagues. In this episode, we talk in-depth about this transition, including how he leverages the professionalism, trust, and connections he built as a lawyer. 

Listen in as Patrick shares how he utilizes his knowledge of the law to offer specialized assistance to divorcing clients so they can better prepare for meetings with their lawyers during divorce proceedings. You will learn when he realized his interest in personal finance, the ways passive income can impact one’s life, and more. 

For show notes and more visit: https://www.kitces.com/288 

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