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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
Nov 9, 2021

Eliza De Pardo is the founder of her eponymous advisor consulting firm, which works with mid-to-large-sized independent advisory firms. Eliza takes a unique focus on the human capital issues that arise as advisory firms scale and believes that attracting, retaining, and developing the firm’s people is the biggest key to long-term success.

Listen in as we discuss why the ability to attract and serve clients is crucial for firms to scale to the first $1 million of revenue, but is less important as the firm reaches and exceeds the $3 million mark. Eliza also shares why the advisors who are most effective at moving away from client-facing work have the most success scaling up, some of the key business metrics that firm owners should be monitoring as they grow, and why most advisory firms need to learn to hire sooner—but not necessarily faster.

For show notes and more visit: https://www.kitces.com/254

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