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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
Feb 28, 2023

Kent Skornia is the Founder of Krilogy, an independent RIA based out of St. Louis that oversees nearly $2 billion in assets under management for 1,800 client households. Having created an internal training system at Krilogy that focuses on mentorship and education, Kent joins the show today to share his insights into recruiting and developing advisors in the financial planning industry.

Listen in as he discusses his creation of the Krilogy Advisor Development System (KADS) as a proprietary training system for newer advisors to gain deeper knowledge in financial planning and grow their own book of business. You'll learn why the firm offers liquidity options for senior advisors to sell their book of business to Krilogy while still serving as an advisor, why Kent focused on building a values-based approach in the firm, and why he believes that new advisors should interview other newer advisors at their prospective firms to ensure a good fit.

For show notes and more visit: https://www.kitces.com/322

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