Top Tweets for #FAsuccess
We still get a lot of questions like, "Does Michael sleep?" I do. I basically get my eight hours a night. https://t.co/b76VpkBQqp
In this 500th milestone episode of #FASuccess, we talk in-depth about how I manage my time, starting with the exercises I undertook to better understand where my time was going (and how it might be used better), how I started delegating certain tasks to others so that I could focus on higher-value opportunities, and how I balance my responsibilities across the Kitces platform and other businesses I'm involved in with raising a family and still having time to get enough sleep each night.
#podcast #financialadvisorpodcast
We're approaching 500 #FASuccess episodes! In this special guest post, Jeremy Eppley of Silverstone Financial (who has listened to ALL 500 EPISODES) shares 20 lessons he learned from the podcast while building his RIA from scratch in his 20s: https://t.co/LccDPQaDk1
As told through key milestones of his growth journey, he shares the lessons he gleaned and highlights 20 episodes as a starting point for those who want to binge on the most salient practice management lessons (and another 30 'bonus' episodes for those who want to go deeper).
#advisorpodcast #financialadvisorpodcast #FAS
4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsourcing All You Can Let Go Of: #FASuccess Ep 499 With Ryan Townsley: https://t.co/TB7cAdKuwW
My guest on today's #FASuccess podcast is Ryan Townsley, owner of Town Capital, an RIA based in Bel Air, Maryland, that oversees approximately $200 million in assets under management for 155 client households. What's unique about Ryan, though, is how he has grown his firm to $2 million of revenue largely as a solo (only recently making a new hire to provide planning support), in part by leveraging an AI-integrated tech stack and outsourcing tasks that he doesn't necessarily need to do himself.
#podcast #advisorpodcast
In this latest #FASuccess, Christine DeMao, Chief Operating Officer of Gibson Capital, shares all about taking an intentional approach to succession planning since the early days: https://t.co/61UO4l0334
She shares their "Path to Partnership" document that clearly outlines what the firm is looking for in new partners, and how Christine's the firm has had four rounds of partnership offerings (which have included not only executives and senior advisors, but also operations professionals as well). More in the episode 🎧
How Shane Morrow transitioned from being a solo advisor to being part of a siloed partnership and now leading a $3.3 billion enterprise ensemble, all without taking on outside capital: https://t.co/vIPef4rnCV
In this #FASuccess, Shane Morrow, CEO of IronBridge Wealth Counsel, shares how he decided that he wanted to be part of an advisory enterprise (despite the complex logistics involved) based on the greater camaraderie and mission focus it can provide compared to a more siloed business, how Shane and his partners developed a financial formula to determine ownership stakes (and how equity ownership has opened up to additional employees over time), and more.
The path to becoming a large advisory enterprise: From starting out as an independent RIA to adding partners through M&A transactions, to bringing on capital partners, to now transitioning out of the CEO role. https://t.co/4FbAtc5WLa
In this #FASuccess episode, Shannon Eusey, chairman and co-founder of Beacon Pointe Advisors, she shares how she started Beacon Pointe alongside her father, what it takes to build a $60 billion advisory enterprise, considerations around making acquisitions and taking on outside capital, and the role of culture within a large advisory business.
#advisorpodcast #financialadvisorpodcast
Earning Premium Planning Fees By Demonstrating Hard-Dollar Tax Savings For Business Owner Clients: #FASuccess with Patrick Lonergan: https://t.co/9o2Q8fAXGE
In this episode, Patrick, founder of Vital Wealth, an RIA based in Clinton, Iowa, that generates $2.5 million in annual advisory fee revenue for approximately 100 client households, shares how his firm is able to charge its business-owner clients annual consulting fees north of $70,000 by offering tax planning strategies that frequently save them hundreds of thousands of dollars.
In this latest #FASuccess episode, Sara Grillo identified several (perhaps counterintuitive) ways financial advisors can win more clients, including by talking less about their expertise and reducing 'friction' by asking less of prospects early on in the relationship. https://t.co/rKe1FReyCq
Sara, a digital marketing specialist for financial advisors, talk in-depth about how Sara finds that financial advisors sometimes fail to connect with prospective clients because they put the focus on their services and capabilities, and how common phrases used on advisor websites (for example, serving as a "household CFO" or being a "boutique advisory firm") might confuse rather than attract potential clients.
[Latest #FASuccess Episode] What does it take to scale an advisory firm from a small practice into a true enterprise? Today's episode offers a look at what really happens as firms grow into multi-billion-dollar businesses, including hiring strategies, building leadership teams, and structuring equity for employees. https://t.co/lSQ5QREV3Q
We chat with Lisa Crafford, head of advisory of Constellation Wealth Capital, how her career path through RIAs, a major custodian, and now private equity has shown her what it takes to successfully grow a billion-dollar firm, with people (from building a loyal team to hiring the right executives) being at the forefront. Episode now live on Apple, Spotify, YouTube, and more 🎧
While financial advisors and their clients often focus on creating a succesful retirement income plan, a successful, meaningful retirement goes well beyond dollars and cents. https://t.co/56P7aBxudV
In this #FASuccess episode, we dive into the deeper side of the retirement transition with Michael Kay, retired financial advisor and a current life coach and author, and why many high-performing professionals (including financial advisors) underestimate the psychological shift that comes with leaving a decades-long career. Episode now streaming on your favorite podcasting platforms 🎧
#financialadvisorpodcast #podcast
Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest: #FASuccess Ep 484 With Jake Falcon explores how he attracts new clients and delegates plan preparation to give himself additional capacity as his firm surpasses one billion in assets under management. https://t.co/2QOvSXwxgS
In this episode, Jake Falcon, founder of Falcon Wealth Advisors, IAR of the RIA Hightower Advisors, shares how technically remains the advisor for 500 of his clients but has delegated technical plan preparation and regular clients meetings to a centralized planning team (though he makes himself available to speak directly to clients if they wish), how Jake's firm segments clients by revenue to align the time it takes to serve them with the revenue they generate for the firm, and how Jake leverages the short-form video production tool BombBomb to create asynchronous touchpoints with clients while managing his time.
#financialadvisorpodcast #podcast
What does it take to close a high-net-worth client in the very first meeting? For Erin Botsford, the answer is for an advisor to position themselves as a risk expert and to create a sense of urgency to act in the prospects' minds. https://t.co/kMk5A7hsd4
In this #FASuccess episode, Erin, founder of The Advisor Authority, a coaching platform that trains advisors on attracting more (and wealthier) clients while also scaling their businesses by building a successful team around them. She shares how, over the course of her career as an advisory firm owner herself, she developed what she calls the "approach talk" method to closing affluent clients in the first meeting by focusing on risk management exposures that create urgency to act. #financialadvisorpodcast #podcsast
How a tech-forward, flat-fee model can expand access to planning, create a consistent client experience, and unlock new growth channels both through direct-to-consumer marketing and partnerships with other advisory firms.https://t.co/M8NYzkspRl
In this #FASuccess episode, Adam Dell, founder of Domain Money, shares how his firm built a financial planning software solution from the ground up to address the specific needs of his ideal clients, and how his firm uses AI to reduce administrative burden. #financialadvisorpodcast
Maintaining Good Work/Life Balance While Adding Advisors And 4X’ing The Firm To $315M: https://t.co/KfFm80JLca
In this #FASuccess Ep 479 With Andy Panko, owner of Tenon Financial, we talk about how he has been able to add additional advisors to his firm (quadrupling the assets he manages over the past few years) while maintaining the strong level of work/life balance that he desires. #financialadvisorpodcast
3 parts of a successful marketing funnel and 4 ways advisor funnels "break": Kendra Wright, owner of Rebel Media Agency, shares how they help RIAs establish and execute clear marketing strategies: https://t.co/FQDpcHfbic
In this episode of #FASuccess, we talk in-depth about how Kendra finds that many advisors lack what she calls "ideal client clarity" and attempt to market themselves to a broad audience (making it harder for potential clients to understand whether the advisor can solve their particular pain points). #advisormarketing #financialadvisorpodcast
The real use of AI tools is not only to gain greater efficiency, but also to create high-quality deliverables that convert prospects and wow clients - Christopher Haigh, CEO of Iconoclastic Capital, shares how he does it: https://t.co/VMkPMNuWxh
In this #FASuccess Ep 477, Christopher shares how he leverages the AI capabilities to save time on data entry that allows him to provide better planning analyses for clients, and how Christopher uses more generalist AI tools to generate and refine dynamic presentations that give prospects and clients a richer understanding of his firm and its value proposition than more static formats. He shares his sample of a dynamic client proposal in the link ☝️#financialadvisorpodcast #podcast
I'm excited to get to talk to Erik Brenner a little deeper about this ongoing industry push of getting deeper and deper and helping clients with their taxes. It's a really interesting evolution: https://t.co/Agmbe35wvi
In this episode of #FASuccess, Erik Brenner, CEO of Hilltop Wealth and Tax Solutions, shares how he has doubled his AUM in the past three years in part by offering a deeper level of tax-related services, including preparing client tax returns through an associated business and by working with an external firm for expertise on more complicated client tax situations. #advisorpodcast #podcast
Thank you, @MichaelKitces , for having me on the #FASuccess podcast as a repeat guest to discuss how @RitholtzWealth has built a Multi-Family Office service model for our largest client relationships.
https://t.co/kAA28b2uQe
From serving 'traditional' wealth management clients to working with Ultra-High-Net-Worth (UHNW) clients, Blair duQuesnay shares how she gained the skills, experience, and team needed: https://t.co/sXrcVuxtHh
In #FASuccess Ep474. we talk in-depth on putting 'book' knowledge needed to serve the wealthiest clients into practice, how Blair finds that an attention to detail is a key part of being successful serving this client type, and how Blair and Ritholtz structure their teams to serve ultra-high-net-worth clients. Latest episodes drop every Tuesday on Apple podcast, Spotify and more! 🎧 #advisorpodcast #podcast
We have a special guest for this #FASuccess episode, George Kinder, aka the "father" of life planning is back after 9 years on this podcast. Back in 2017 for one of our very first few episodes, we talked about, are advisors going to hold up in the robo era? Now we're having that conversation all over again with AI. https://t.co/BKzGIQjNfO
No, no, no. It wasn't robo that's going to automate us out of existence. It's AI [Artificial Intelligence] that's going to automate us out of existence. In this Ep 473, George talks about how his life planning concepts not only can help advisors uncover their client's deeper motivations and goals, but also help them offer a level of service that artificial intelligence-powered tools are unlikely to be able to replace.
Listen on Apple Podcast, Spotify, and more. 🎧
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