Ep 285: Fast-Tracking Growth As A Career Changer With A High-Touch Service To Your Prior Profession with Ryan Townsley
Release Date: 06/14/2022
Ep 294: Developing COI Referrals With Attorneys From An Attorney-Turned-Advisor with Neel Shah
Financial Advisor Success
Neel Shah is the Founder of Shah Total Planning, which is a combination of an independent RIA and a law firm based out of New Jersey that oversees $57 million in assets under management for 50 households. Neel himself is an estate planning attorney turned financial advisor who offers a one-stop shop for advice while outsourcing his investments, leveraging his background as an attorney to generate referrals from centers of influence to help scale his growth. Listen in as Neel shares how he transitioned from attorney to financial advisor, as well as why he went down the path of financial...
info_outline
Ep 293: Jumpstarting Growth By Showing Up Differently Where Prospects Are (Digitally) Concentrated with Anna N'Jie-Konte
Financial Advisor Success
Anna N’Jie-Konte is the founder of Dare to Dream Financial Planning, an independent RIA based out of the New York City that has grown to more than $400,000 in annual revenue in only 3 years by having a base of 32 ongoing clients and more than a dozen project-based planning clients who go through her one-day financial planning intensive. Anna has been able to accelerate her firm’s growth by leveraging her reach through appearing on podcasts with sizeable audiences and by developing her own virtual conference that allows her to get in front of the audiences of financial influencers. Listen...
info_outline
Ep 292: Syndicating Private Real Estate Opportunities To Differentiate With HNW Clients with Matthew Topley
Financial Advisor Success
Matthew Topley is the Founder and CIO of Lansing Street Advisors, an independent RIA based out of Pennsylvania that oversees $160 million in assets under management for 60 client households. Matthew has been able to differentiate his firm by offering high-net-worth clients the opportunity to diversify their investment portfolio by syndicating private real estate partnerships that directly purchase individual multi-unit rental properties. In this episode, Matthew shares the realization he had that led him to diversify his own investments, as well as how he was introduced to truly passive...
info_outline
Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine
Financial Advisor Success
Amy Irvine is the owner of Rooted Planning Group, an independent RIA based out of New York that oversees $67 million in assets under management for 175 households. Impressively, Amy has successfully managed the complexities of starting her own RIA focused on Gen X women despite seeing a very rapid expansion from 30 clients to over 100 clients in under 18 months. Listen in as she shares what made her realize that there was an untapped opportunity to provide financial planning services to career-driven Gen X women, as well as how she gained a generous amount of referrals. We also discuss how Amy...
info_outline
Ep 290: Serving Neurodivergent Clients As A Financial Advisor With Autism with Andrew Komarow
Financial Advisor Success
Andrew Komarow is the Founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based out of Connecticut that oversees $100-million in assets under management for 100 households. Andrew identifies as a financial advisor with autism and has built a firm with a specialized niche of neurodivergent clients, helping them navigate their unique and sometimes complex financial planning challenges. Listen in as Andrew shares how being diagnosed with autism as an adult gave him the realization that he was uniquely positioned to serve other neurodivergent clients through his...
info_outline
Ep 289: Coming Together As A Partnership To Serve Your Collective Community with Kamila Elliott
Financial Advisor Success
Kamila Elliott is the CEO and Founder of Collective Wealth Partners, an independent RIA based out of Atlanta that oversees nearly $25-million in assets under management for 175 client households. Kamila and her partners built a firm comprised entirely of Black CFP professionals that are dedicated to supporting the creation of wealth for BIPOC and underserved communities through a model that charges them for advice only, even if they don’t yet have assets. Listen in as Kamila shares why she intentionally shifted her career focus to build an independent practice, how working with...
info_outline
Ep 288: Transitioning From (Divorce) Attorney To (Divorce-Specialized) Financial Advisor with Patrick Kilbane
Financial Advisor Success
Patrick Kilbane is a Partner and Director of the Divorce Advisory Group for Ullmann Wealth Partners, an independent RIA based in Jacksonville Beach, Florida that oversees $800 million in assets under management for 350 client households. After stepping away from a successful career as a family law attorney, Patrick transitioned into becoming a financial advisor who specializes in divorce with a unique value-add of being able to work collaboratively with his former legal colleagues. In this episode, we talk in-depth about this transition, including how he leverages the professionalism, trust,...
info_outline
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...
info_outline
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...
info_outline
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...
info_outlineRyan 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 grew his client base to the successful size it is now.
Listen in as Ryan explains his tireless work to develop his financial planning process that reflects nuclear power plant procedures and engineering workflows, as well as why he chooses to meet with potential clients over a several-month period before onboarding. You will learn how joining a large financial services firm helped him quickly understand that he enjoyed financial planning more than the sales and investments sides of the industry, why he was surprised at how few referrals he received when first launching his firm, and what motivated him to keep pushing forward until the new client momentum began to build.
For show notes and more visit: https://www.kitces.com/285