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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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Jun 7, 2022

Andy Schwartz is a partner at Bleakley Financial Group, a hybrid advisory firm based out of New Jersey that nearly tripled in size to over $9-billion in assets after breaking away from a major insurance company. Andy and his partners have built their firm into a platform that allows advisors the opportunity to leverage centralized large firm support services while maintaining the freedom and flexibility to run their own investment book of business.

Listen in as Andy shares how he and his partners have structured their firm as a cooperative with advisors sharing resources and services, and provide advisors with the space, capacity, and flexibility to grow and scale their own practices. We also discuss why they choose to reinvest money generated by the firm back into the business to provide more services that advisors can then leverage, why Andy walked away from a 30-year career with a large insurance broker dealer and a $3-billion practice to start his own firm, and why he believes that the combination of building credibility and having financial resources are the keys to truly make an impact as a financial advisor.

For show notes and more visit: https://www.kitces.com/284

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