Info

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.
RSS Feed
Financial Advisor Success
2024
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December


All Episodes
Archives
Now displaying: Page 1
Apr 28, 2020

Shanna Tingom is the founder of Heritage Financial Strategies, a dually registered advisory firm that oversees nearly $50 million of assets under management for 250 clients. Today Shanna joins the show to discuss how she has heavily automated key processes throughout her firm to service her large number of clients efficiently—and has done so by not using industry standard systems.

Listen in as we talk in depth about Shanna’s journey through the advisory business itself, as well as why she is thankful she started out a large financial advisory firm. You will learn why she decided to branch out on her own, the difficult challenges she faced in doing so, and the unique advisor technology stack she has used to simplify things in her business.

For show notes and more visit: https://www.kitces.com/174         

0 Comments
Adding comments is not available at this time.