Ep 433: When You 10X Your Advisory Firm To Over $20M Of Revenue… And Want To 10X Again with Cameron Passmore
Release Date: 04/15/2025
Ep 446: Getting Known In Your Local (Facebook Group) Community To Quickly Add $30M In The First Two Years with Misty Lynch
Financial Advisor Success
After growing her AUM by $30 million in just two years, Misty Lynch has become a go-to financial planning expert for small business owners and families within her community. This is thanks in part to her reputation inside local Facebook groups frequented by her ideal target client, where she rarely promotes herself but is frequently recommended. Misty is the owner of Sound View Financial Advisors, an RIA based in Massachusetts that manages $46 million for approximately 100 households. In this episode, Misty shares how her early content creation efforts (including a blog and a podcast) laid the...
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Ep 445: Leveraging Educational YouTube Videos To Drive Hundreds Of New Clients Per Year with James Conole
Financial Advisor Success
James Conole's firm has experienced explosive growth over the past few years (expecting to double its revenue to more than $10 million in 2025) thanks in part to his YouTube channel, which educates and builds trust with ideal prospects before they ever book a meeting. James is the founder of Root Financial, an RIA based in Encinitas, California, that oversees $1.3 billion in assets under management for 630 client households. In this episode, he shares his YouTube strategy, including how narrowing his content focus to the needs of wealthy pre-retirees and retirees led to fewer views but...
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Ep 444: Driving More Client Referrals In The First 100 Days By Crafting An Exceptional Onboarding Experience with Libby Greiwe
Financial Advisor Success
When Libby Greiwe realized that most client onboarding processes felt either clunky or cold, she decided to transform her own. What she has developed—based on her years as both a financial advisor and coach—is a system designed to create a seamless, personalized client experience that not only demonstrates professionalism, but also inspires client referrals within their first 100 days with the firm. Libby is the founder of The Efficient Advisor, a coaching and consulting business based in Loveland, Ohio, that helps financial advisors build systems to run their firms with less stress and...
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Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years with Griffin Kirsch
Financial Advisor Success
Griffin Kirsch built a $200 million AUM firm in just five years—while maintaining a 70% profit margin. Delivering high-touch planning to business owners and real estate investors without charging fees on those assets, Griffin's focus on providing hard-dollar value to his clients (especially around tax strategy and real estate decisions) has fueled deep trust and strong referral-driven growth. Griffin is the owner of GK Wealth Management, an RIA based out of Nevada that oversees $200 million in assets under management for 450 households. In this episode, he shares how his unconventional model...
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Ep 442: Attracting $100M Per Month Of Like-Minded Clients By Being Vocal About (Divisive) Issues You’re Passionate About with David Bahnsen
Financial Advisor Success
David Bahnsen has built a reputation for speaking his mind, not only on issues related to financial markets, but also on topics many advisors shy away from, like religion and politics. Which has paid off for him in the form of attracting $100 million of new client assets to his firm per month as his content has built his credibility, deepened audience engagement, and drawn in both like-minded clients and those who respect his authenticity. David is the Founder of the Bahnsen Group, an RIA based out of California that oversees approximately $7.5 billion in assets under management for 1,800...
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Ep 441: What It Really Takes To Implement And Scale Compliance As An Independent RIA Grows with Leila Shaver
Financial Advisor Success
As advisory firms grow, so does the complexity of compliance—and Leila Shaver has built a business dedicated to helping them scale without costly missteps. She provides strategic guidance that keeps firms aligned with regulatory expectations as their teams, client bases, and responsibilities expand. Leila is the founder of My RIA Lawyer, a Georgia-based legal and compliance firm serving RIAs, broker-dealers, and other financial services companies. In this episode, she shares insights into when firms typically seek outsourced compliance support, the key differences between broker-dealer...
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Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment with Nina Hajjar
Financial Advisor Success
What if you could decode a client’s financial behavior before the first meeting? Nina Hajjar has done just that by creating a custom “money personality” assessment. This innovative tool helps her advisory team better understand client behavior, tailor communication styles, and deliver more personalized, consistent service across their $500-million practice. Nina is a partner at Stratos CA in Los Angeles, and she joins the show today to share how her framework transforms the planning process, complements traditional risk analysis, and even shapes advisor training through what she calls...
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Ep 439: Scaling Financial Planning With Monday.com As A Project Management Hub In Lieu Of Wealthbox CRM with Alvin Carlos
Financial Advisor Success
Alvin Carlos made a strategic decision to build internal efficiency and client accountability into the heart of his planning process—a move that not only streamlined how his team manages financial plans and client tasks, but also helped him scale. Turning Monday.com into the operational core of his firm, he has carved out a niche in serving younger clients profitably, while keeping his tech stack lean and highly functional. Alvin is the CEO of District Capital Management, an RIA based out of Washington, D.C., that generates $850,000 of annual, primarily retainer-based, revenue serving 155...
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Ep 438: Boosting Client Retention And Satisfaction By Asking Better Questions As Your Authentic Self with Nikki Savage
Financial Advisor Success
In this episode, financial advisor Nikki Savage discusses her approach to enhancing client retention and satsifaction by engaging in thoughtful, intentional relationship-building—specifically asking deep questions that uncover her clients’ true needs and using that insight to create highly personalized experiences. Listen in as Nikki reflects on filtering feedback to stay true to her values and how building her practice authentically has been at the center of her success. She also explains why a strong advisor-client fit is essential, how she addresses client misconceptions to maintain...
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Ep 437: Becoming An IRA Expert To Differentiate By Charging The Highest Fee Instead Of The Lowest with Ed Slott
Financial Advisor Success
After the 1986 Tax Reform Act, Ed Slott made a strategic decision to specialize in IRAs—a move that not only set him apart in a niche field, but also helped him build a nationally recognized reputation as a leading expert. By leaning into his niche, he intentionally set himself apart from generalists by charging more to reflect the unique value he delivers. Today, Ed is the President of Ed Slott and Company, a financial education firm based in Rockville Centre, New York, offering seminars and newsletters for both financial advisors and consumers, with a particular focus on IRAs. In this...
info_outlineCameron Passmore is the CEO of PWL Capital, a wealth management firm based out of Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5 billion U.S. dollars) in assets under management for 2,400 client households. What’s unique about Cameron is that after growing his firm’s revenue from $2 million to over $20 million as an independent firm over the past decade, he recognized that the next phase of growth required a different approach. By combining with a larger financial conglomerate, he positioned the firm to pursue another 10X growth opportunity in the decade ahead.
Listen in as Cameron shares how his firm achieved explosive growth by serving early Shopify employees, building a content engine that has served as a key driver of inbound leads, and differentiating through a planning-first, passive investing approach that is not typical in the Canadian advice landscape. Cameron also discusses his firm's investment in an institutional-grade data lake to enhance the client experience, how their planning teams operate efficiently at scale, and why always being open to new connections has led to some of his biggest business opportunities.
For show notes and more visit: https://www.kitces.com/433