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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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May 3, 2022

Erika Karp is the Chief Impact Officer at Pathstone, an independent RIA based out of New Jersey that oversees $35 billion in assets under management for a few hundred ultra-high-net-worth client households. Erika has uniquely incorporated sustainable investing into her firm by utilizing an internal ESG analysis that aligns her clients’ sizeable capital with their own values.

Listen in as she shares what inspired her to start her own firm, as well as how she put up her own capital to launch and reached $25 million in AUM within 90 days to receive SEC approval. You'll learn how she overcame the struggle of wanting to be known as a trusted advisor while also having to get comfortable selling herself and her services, why she believes that it is most important for advisors to focus on work that brings them joy, and more.

For show notes and more visit: https://www.kitces.com/279

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