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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
Aug 1, 2023

Brad Barrett is the Managing Director and Partner of One Capital Management, an independent RIA based in Westlake Village, California, that oversees $5.3 billion in assets under management for more than 2,000 client households. Brad's unique approach to business development has helped his firm scale and grow organically by creating multiple niche specializations, or business segments, each led by a dedicated advisor team.

Listen in as Brad discusses the firm's unique approach to growth through the development of specialized business segments and the strategic acquisition of niche practices. You'll learn about their innovative media strategy, the importance of regular evaluation of business segments, and the lessons learned from a challenging partnership experience. Finally, Brad shares his insights on the benefits of specialization, the importance of setting realistic career expectations, and the pursuit of long-term advisor happiness and financial success.

For show notes and more visit: https://www.kitces.com/344

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