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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 9, 2023

Liz Hand is the co-owner of Pleasant Wealth, a hybrid advisory firm based out of Ohio that oversees over $140 million in assets under management for 522 households. Liz stands out for her exceptional ability to manage the transition of her father's large commission-based practice with over 1,500 clients into a fee-based financial planning practice, along with her brother. What sets them apart is their dedication to ensuring that long-term clients—even those with smaller or more transactional needs—receive fair treatment throughout this transition process.

Listen in as Liz shares how she and her brother refocused their niche and client loads after taking over their father’s business to realize the future vision of their financial planning firm, as well as why they made the strategic decisions to sell a portion of the business and change their broker-dealer relationship. You'll learn why Liz chose to become the successor for another advisor before becoming the successor for her father, the three tiers of service they have implemented for clients, and how a mindset coach not only helped Liz gain confidence, but also inspired her to become a mindset coach herself.

For show notes and more visit: https://www.kitces.com/332

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