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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: Page 1
Jan 7, 2020

Steph Bruno is the founder of Sea to Peak Financial Advisors, an independent RIA that oversees nearly $70 million in assets under management for 45 affluent clients. Today Steph joins the show to discuss the process of branching out and starting her own independent firm after spending 15 years as an employee for another firm.  

Listen in as she explains why she decided to take the leap from a stable paycheck to building her own business from scratch, as well as how she rebooted her marketing in the process. You’ll learn what made her decide to hire a personal coach to help her work through the difficult first few years of running her own business, how she integrates life planning conversations into her planning process, and what she’s choosing to focus on now that she is running her own firm.

For show notes and more visit: https://www.kitces.com/158      

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