Ep 503: Organically Growing To $800M AUM In Less Than A Decade By Investing In Educational Marketing with David Brooks

Ep 503: Organically Growing To $800M AUM In L...

MICHAEL KITCESMICHAEL KITCES

Up next

Ep 502: Managing $240M As A 3-Person Team Through A Structured Meeting Approach with Wendy Ciehanski

Your client review meetings could become your firm's biggest competitive advantage. Today's guest shares how her advisory firm has refined a structured client review process over more than 25 years, creating a consistent meeting cadence that improves efficiency while strengthenin ...  Show more

 . 1h 29min
Ep 501: Navigating Succession Planning That Doesn't Turn Out As Expected (Even When You're Doing Everything Right) with Rick Kahler

You can take all the 'right' steps for succession planning… and it still might not go according to plan. After building an RIA managing approximately $300 million in assets for 130 client households, today's guest discovered that even the most carefully considered succession plan ...  Show more

 . 1h 29min

Recommended Episodes

#4 Jason Zweig: Elevate Your Financial IQ
The Knowledge Project

WSJ columnist Jason Zweig and I tackle important topics like how to be a smarter investor, filtering out noise, why philosophy and history matters, and his new book, The Devil’s Financial Dictionary. Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, ...  Show more

 . 1h 2min
Dave Welling on What Financial Services Should Look Like
Masters in Business

Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique ...  Show more

 . 1h 16min
Peering Inside the Finance Industry w/ Josh Brown #875
How to Money

Our guest today has been called one of the greatest financial writers of all time. And it’s no wonder – Josh Brown started his original blog, The Reformed Broker back in 2008 as he now continues to write over at DowntownJoshBrown.com.  And his latest book “You Weren’t Supposed to ...  Show more

 . 54min 34sec
1744: How to Master Modern Home Economics: Managing Money, Family and Million Dollar Real Estate
So Money with Farnoosh Torabi

In today’s episode of So Money, we welcome back Lindsey Stanberry, a seasoned journalist and founder of The Purse. The popular newsletter dives into how money intersects with women's lives, encompassing topics from childcare and family budgeting to the emotional load of managing ...  Show more

 . 35min 31sec