Info

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.
RSS Feed
Financial Advisor Success
2024
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December


All Episodes
Archives
Now displaying: Page 1
Sep 1, 2020

Paul Pagnato is the Co-Chairman and Chief Visionary Officer of Cresset Capital, a multi-family office with nearly $9.5 billion of assets under management for more than 600 ultra-high net worth clients. After a nearly 20-year career at Merrill Lynch—and working with Hightower Advisors as a partner—Paul decided to go out on his own and eventually merged his multi-billion-dollar boutique advisory firm into Cresset Capital to further expand the reach of his vision.

Listen in as we talk in-depth about Paul’s entrepreneurial journey through the industry, why he chose to follow his true north and walk away from a 20-year wirehouse career, and why it’s so important to have a strong support structure in place with experienced vendors when breaking away. You’ll learn about the $90,000/year flat fee structure his firm uses to serve its ultra-affluent clientele, how Paul services those clients with unique concierge offerings, and how he has been able to scale successfully with a philosophy of outsourcing as much as he can.

For show notes and more visit: https://www.kitces.com/192

0 Comments
Adding comments is not available at this time.