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Ep 267: Making The Business 'Fun' Again By Focusing On Your Core And Outsourcing The Rest with Jared Siegel

Financial Advisor Success

Release Date: 02/08/2022

Ep 287: Finding Solo Efficiency To Serve 50 Great Clients With $100M AUM with Jennifer Murray  show art Ep 287: Finding Solo Efficiency To Serve 50 Great Clients With $100M AUM with Jennifer Murray 

Financial Advisor Success

Jennifer Murray is the owner and founder of Stonebridge Financial Advisors, an independent RIA based out of New Jersey that oversees $100 million of assets under management for 50 families. After experiencing the personal tragedy of losing her husband to cancer, Jennifer built a practice that specializes in recent widows, intentionally working with a limited number of clients to provide a more intimate service.  Listen in as she shares how losing her husband prompted her to focus on providing financial advice for newly-single women, as well as how she used referrals, seminars, bereavement...

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Ep 286: Pursuing Intrapreneurship As A Path To Growth Within A Larger Firm with Matt Cosgriff show art Ep 286: Pursuing Intrapreneurship As A Path To Growth Within A Larger Firm with Matt Cosgriff

Financial Advisor Success

Matt Cosgriff is the Director of Wealth Management for BerganKDV, an independent RIA based out of Minnesota that oversees more than $2 billion in assets for 1,000 households. Matt has a unique career path, having leveraged the launch of a specialized division within BerganKDV and creating a path toward leadership of the entire RIA. Listen in as we talk about how he got the opportunity to operate as an intrapreneur within the firm and developed a separate brand that catered to next-generation clients, as well as how his role as an intrapreneur also led to him having to ‘side hustle’ in a...

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Ep 285: Fast-Tracking Growth As A Career Changer With A High-Touch Service To Your Prior Profession with Ryan Townsley show art Ep 285: Fast-Tracking Growth As A Career Changer With A High-Touch Service To Your Prior Profession with Ryan Townsley

Financial Advisor Success

Ryan Townsley is the founder of Town Capital, an independent RIA based in Bel Air, Maryland, that oversees nearly $50 million in AUM for 65 client households. After spending the first 15 years of his career as a nuclear power plant supervisor, Ryan then transitioned to become a financial advisor that quickly grew to nearly $50M of AUM in under 4 years by developing a high-touch service back to those in the nuclear power industry. In this episode, he shares what inspired him to build the only financial planning firm in the country dedicated to nuclear power professionals and how he ultimately...

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Ep 284: Sharing Centralized Resources To Create More Capacity And Scale For Advisors To Grow with Andy Schwartz show art Ep 284: Sharing Centralized Resources To Create More Capacity And Scale For Advisors To Grow with Andy Schwartz

Financial Advisor Success

Andy Schwartz is a partner at Bleakley Financial Group, a hybrid advisory firm based out of New Jersey that nearly tripled in size to over $9-billion in assets after breaking away from a major insurance company. Andy and his partners have built their firm into a platform that allows advisors the opportunity to leverage centralized large firm support services while maintaining the freedom and flexibility to run their own investment book of business. Listen in as Andy shares how he and his partners have structured their firm as a cooperative with advisors sharing resources and services, and...

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Ep 283: Using Mergers And Integrations As A Pathway For Talent (Not Just Client) Acquisition with Seth Streeter show art Ep 283: Using Mergers And Integrations As A Pathway For Talent (Not Just Client) Acquisition with Seth Streeter

Financial Advisor Success

Seth Streeter is the Founder and CIO of Mission Wealth, an independent RIA based out of Santa Barbara that oversees nearly $5-billion in AUM for over 2,000 client households. Seth has uniquely grown Mission Wealth through mergers and acquisitions, essentially hiring by acquisition as a means of acquiring the talent needed to scale the firm. Listen in as Seth shares how he uses a “Mergers and Integrations” approach to acquire top talent and how he leverages Diamond Teams, dedicated departments, internal succession plans, and partnership equity opportunities to attract entrepreneurial talent...

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Ep 282: From Executive Assistant To COO Scaling A $4B Advisory Firm with Allison Felix show art Ep 282: From Executive Assistant To COO Scaling A $4B Advisory Firm with Allison Felix

Financial Advisor Success

Allison Felix is a managing partner and COO for Cassaday & Company, a hybrid advisory firm based in McLean, Virginia that oversees more than $4 billion in assets for nearly 2,500 client households. Allison has a unique story in that she has made the journey from executive assistant all the way to COO, helping the firm scale to 3X its size over the past decade alone. Today she joins the show to discuss the restructuring of the firm that ultimately pushed Allison to be chosen as the COO and the events leading up to this switch in the firm’s succession plan.    Listen in...

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Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm show art Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm

Financial Advisor Success

Duncan Kelm is a managing partner for Arrow Point Wealth Management, a hybrid advisory firm based in Santa Rosa, California that oversees $163 million in assets under management for 142 client households. Today Duncan joins the show to discuss how he leverages owning and operating his own tax firm, in addition to his advisory firm, to offer more integrated tax planning and wealth management services to his small business owner clientele.  Listen in as he shares how he leveraged his tax expertise and years as a business consultant to build his own tax firm to offer full suite tax and...

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Ep 280: Overcoming The Pain Of Scaling: When The Second 100 Clients Is Harder Than The First with Brian Carney show art Ep 280: Overcoming The Pain Of Scaling: When The Second 100 Clients Is Harder Than The First with Brian Carney

Financial Advisor Success

Brian Carney is the co-founder of RiversEdge Advisors, an independent RIA based out of Delaware that oversees over $400 million in assets under management for 300 client households. Brian’s firm doubled in only 18 months, causing burnout, staff turnover, and the need to completely re-build their infrastructure to be able to sustainably scale to the next level, and he joins the podcast today to talk about how he was able to get the firm back on track to success. Listen in as Brian shares how his firm’s massive growth actually turned out to be a nightmare in disguise, as well as how he was...

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Ep 279: Expanding The Impact Of Sustainable Investing For Ultra-HNW Families with Erika Karp show art Ep 279: Expanding The Impact Of Sustainable Investing For Ultra-HNW Families with Erika Karp

Financial Advisor Success

Erika Karp is the Chief Impact Officer at Pathstone, an independent RIA based out of New Jersey that oversees $35 billion in assets under management for a few hundred ultra-high-net-worth client households. Erika has uniquely incorporated sustainable investing into her firm by utilizing an internal ESG analysis that aligns her clients’ sizeable capital with their own values. Listen in as she shares what inspired her to start her own firm, as well as how she put up her own capital to launch and reached $25 million in AUM within 90 days to receive SEC approval. You'll learn how she overcame...

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Ep 278: Separating Marketing From Sales To More Efficiently Scale Sustainable Growth with Derek Gregoire show art Ep 278: Separating Marketing From Sales To More Efficiently Scale Sustainable Growth with Derek Gregoire

Financial Advisor Success

Derek Gregoire is a co-owner of SHP Financial, an independent RIA based in Plymouth, Massachusetts that oversees nearly $1.2 billion of total assets for over 1,200 clients. Derek and his firm have centralized the execution of multiple marketing strategies to increase the amount of prospective client leads the firm provides to its advisors, so they in turn can concentrate more on developing client relationships, rather than chasing prospects. Today Derek joins the show to discuss how his firm has built a combination of radio programming, short interview-style television ads, seminars, and...

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Jared Siegel is a Partner at Delap Wealth Advisory, a fee-only RIA based out of Portland that oversees nearly $260 million of assets under management for over 70 client households. Jared has created a high-quality and high-touch experience for his clients by outsourcing operations, which has also allowed him to focus on the parts of his business that he loves rather than the everyday back-office minutiae.

Listen in as we dive into how Jared has re-focused his firm to allow him to do the client-facing work that he really enjoys and the lessons that motivated him to spend more time in his zone of genius. Jared also shares how he develops deeper and more meaningful relationships with clients by focusing on non-financial conversations, as well as how he eventually became comfortable with adversity and can now appreciate how his early life failures have shaped him for the better.

For show notes and more visit: https://www.kitces.com/267