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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 12, 2019

Tanya Nichols is the founder of Align Financial, a hybrid advisory firm that oversees nearly $50 million of assets for 80 client households. After nearly 20 years of working in a larger firm environment, Tanya finally found the courage to start her own advisory firm and took the leap to create the business she wanted.

In this episode, she shares her journey through the advisor industry, focusing on the moment of realization that led her to not only leave her firm, but leave her husband as well. Listen in as she explains how a sense of community has helped her along the way, how she plans to double her revenue, and what she says was the biggest surprise of her advisory career.

For show notes and more visit: https://www.kitces.com/150 

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