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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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Jul 12, 2022

Kamila Elliott is the CEO and Founder of Collective Wealth Partners, an independent RIA based out of Atlanta that oversees nearly $25-million in assets under management for 175 client households. Kamila and her partners built a firm comprised entirely of Black CFP professionals that are dedicated to supporting the creation of wealth for BIPOC and underserved communities through a model that charges them for advice only, even if they don’t yet have assets.

Listen in as Kamila shares why she intentionally shifted her career focus to build an independent practice, how working with ultra-high-net-worth clients in her previous role gave her the skills and insight to help her firm’s clients grow and retain wealth, and how she explains the value of a financial advisor to clients who have never had an advisor before. We also discuss how Collective Wealth Partners is structured, including why they chose to serve clients collectively with a team approach, and why they chose to create a firm with equal partnership in every aspect.

For show notes and more visit: https://www.kitces.com/289

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