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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
Feb 25, 2020

Steve Kampschmidt is the founder of Freedom Found Financial, an RIA that oversees just under $20 million in assets under management for 30 affluent clients. After breaking away from a training program at a major wirehouse, Steve recently formed his advisory firm because he realized it was more economical for him to operate his own business and control his own expenses. He joins the show today to discuss how he has rapidly grown his firm since going independent and what he went through to comply with broker protocol. 

Listen in as Steve explains how he built his client base at the Wirehouse using cold-calling techniques and the salary base they provided while he did so. You will learn about the alternative non-AUM business model he created, why having confidence in yourself is key, and what you should realistically expect when it comes to clients sticking with you after you leave a big firm.

For show notes and more visit: https://www.kitces.com/165     

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