Ep 199: The Barbell Approach To Building A High-Income And Broad-Reach Lifestyle Practice with Morgen Rochard

Ep 199: The Barbell Approach To Building A Hi...

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Ep 514: Optimizing A $160M AUM Solo Practice For Client Impact Over Scale with Nick Ibello

What if building a successful financial planning business didn't mean constantly adding more clients, hiring more people, and working longer hours? This episode explores how advisors can think differently about the size of their practice, the level of service they want to provide ...  Show more

Ep 513: The Path From (Unpaid) Intern To CEO Of A $3.4 Billion Advisory Firm with Neela Hummel

While some advisors work at multiple firms throughout their careers, others work their way up within a single firm. Today's guest shares how she climbed the ladder from serving as an unpaid intern to CEO of the same, now-$3.4 billion, RIA. Neela Hummel is the CEO of Abacus Wealth ...  Show more

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