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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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Dec 22, 2020

Debbie Freeman is a partner with Peak Financial Advisors, an independent RIA out of Denver, Colorado that oversees $175 million of assets under management for 105 families. Peak Financial is unique in that they not only do tax planning, but also in-house tax preparation as a value-add service for their clients.

Listen in as Debbie explains why her firm views tax preparation as an essential component to service and retain their client base, as well as how they actually manage operating a tax preparation business within their firm. You’ll learn how maternity leave gave her and her firm a newfound appreciation for each other—eventually leading her to become an owner—and how a personal tragedy changed how she views not only life, but her career as well.

For show notes and more visit: https://www.kitces.com/208

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