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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
Jul 11, 2023

Thor McIlrath is the Owner of McIlrath & Eck, an independent RIA based out of Arlington, Washington, that oversees more than $610-million in assets under management for 970 households. The unique aspect of Thor's business model lies in the way he has organized his firm. Instead of subscribing to the conventional industry practice of fostering deep relationships between clients and a single advisor, Thor has innovated a system where clients interact with a variety of advisors each time they visit, which offers clients a diversity of insights on their situation over time, moving away from reliance on a singular perspective.

Listen in as Thor shares his successful transition to a rotating advisor system in his firm, an innovative approach that centralizes client notes and enriches both clients and advisors with diverse insights, earning approval from 80% of his clientele. We also discuss why Thor's hiring philosophy is centered on compassion and empathy, how he ensures a good fit between clients and the firm, and how he uses an adult education class on retirement to give back to the community and drive a steady stream of new clients.

For show notes and more visit: https://www.kitces.com/341

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