Financial Advisor Success Podcast - Full Episode Archives

#FA Success Ep 286: Pursuing Intrapreneurship As A Path To Growth Within A Larger Firm, With Matt Cosgriff

June 21, 2022 07:04 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Matt Cosgriff Podcast Featured Image FAS

Welcome back to the 286th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Matt Cosgriff. Matt is the Director of Wealth Management for BerganKDV, an independent RIA that operates as a division of a regional accounting firm based in Bloomington, Minnesota, and oversees more than $2 billion in assets for 1,000 client households.

What's unique about Matt, though, was his path to launch and build a specialized division within the firm as an “intrapreneurship” opportunity to serve next-generation clients, and then how he leveraged that to create a career path for himself toward leadership of the entire $2B RIA.

In this episode, we talk in-depth about how, despite his young age and lack of CFP marks at the time, Matt was able to get the opportunity to operate not as an entrepreneur starting his own firm but as an intrapreneur inside of BerganKDV to develop and operate a separate brand that catered to next-generation clients, how even though Matt was given some autonomy to launch his division, he struggled with having to ‘side hustle’ within the firm by also supporting a new retirement plan practice and working with traditional smaller wealth management and retirement clients to justify his intrapreneur salary, and how Matt ultimately shifted his career focus toward a leadership path after he realized he enjoyed working more on developing and growing and scaling the business itself than his client-facing responsibilities.

We also talk about how Matt leveraged his intrapreneurship experience and his ‘side hustle’ of working with internal clients to become the Director of Wealth Management for his firm at just 29 years old, how, during his first year as a director, Matt dealt with a lack of trust and confidence from some staff and clients due to his young age while he was trying to create change (which did eventually lead to a few of their departures), and how going through the Schwab Executive Leadership program helped Matt refocus and create space to be more strategic and drive growth for the firm.

And be certain to listen to the end, where Matt shares how he learned in hindsight the importance of being clear about what is realistic and managing expectations upfront to give room to celebrate wins later, why Matt believes that connecting with other professionals in the financial industry, being persistent, and staying curious are the keys to creating a path to a great career, and how Matt has managed to avoid getting stuck on the ups and downs along the way and keep his focus on enjoying his journey.

So whether you're interested in learning about how Matt’s initial experience as a founder taught him to start small, build interest, then scale, how he uses Entrepreneurial Operating Systems (EOS) to break beyond the day-to-day grind and keep everyone focused on long-term growth, or why persistence is key in building connections (and finding prospects!), then we hope you enjoy this episode of the Financial Advisor Success podcast, with Matt Cosgriff.

#FA Success Ep 285: Fast-Tracking Growth As A Career Changer With A High-Touch Service To Your Prior Profession, With Ryan Townsley

June 14, 2022 07:01 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Ryan Townsley Podcast Featured Image FAS

Welcome back to the 285th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Ryan Townsley. Ryan 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.

What's unique about Ryan, though, is how he spent the first 15 years of his career as a nuclear power plant supervisor, and then subsequently transitioned to become a financial advisor that quickly grew to nearly $50M of assets under management in under 4 years by developing a high-touch service back to those who he knew so well in the nuclear power industry.

In this episode, we talk in-depth about how, after years of giving informal financial advice to his nuclear power colleagues, Ryan was inspired to build the only financial planning firm in the country dedicated to nuclear power professionals, how Ryan worked tirelessly to develop his financial planning process to reflect nuclear power plant procedures and engineering workflows (going so far as to run redundant financial projections in different software platforms because nuclear engineers always check their numbers twice), and why Ryan chooses to meet with potential clients over a several month period before onboarding to allow their relationship to progress naturally rather than make them feel like they are in a sales process.

We also talk about how Ryan realized his passion for personal finance while leveraging the GI bill to receive his MBA for business purposes, how joining a large financial services firm as his first step into the industry helped Ryan quickly understand that he enjoyed financial planning more than the sales and investments sides of the industry, and how Ryan ultimately decided the best way to build his client base was to launch his own firm so that he could serve clients exactly the way that he wanted to see them served.

And be certain to listen to the end, where Ryan shares how he was surprised at how few referrals he received when first launching his firm despite having years of nuclear power expertise and a specialized niche, how the combination of competitiveness, an inability to quit on himself, and concentrating on the number of accomplishments in the first year of his career transition gave Ryan the motivation to keep pushing forward until the new client momentum began to build, and why Ryan still follows the words of his mentor that the key to being successful is being pleased and proud, but never satisfied.

So whether you’re interested in learning about how Ryan made the transition from nuclear power plant supervisor to niched financial advisor, how a short stint at a large advisory firm helped Ryan realize he would have a better impact in clients’ lives by launching his own firm, or how Ryan still leverages his experience in nuclear power to structure detailed financial plans that truly connect with his unique clientele, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Ryan Townsley.

#FA Success Ep 284: Sharing Centralized Resources To Create More Capacity And Scale For Advisors To Grow, With Andy Schwartz

June 7, 2022 07:04 am 1 Comment CATEGORY: Financial Advisor Success Podcast

Andy Schwartz Podcast Featured Image FAS

Welcome back to the 284th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Andy Schwartz. Andy is a partner of Bleakley Financial Group, a hybrid advisory firm based in Fairfield, New Jersey that broke away from a major insurance company and in just a few years nearly tripled its size to over $9 billion in assets across more than 50 advisors.

What's unique about Andy, though, is how he and his partners have built their firm into a platform that gives advisors the opportunity to leverage centralized large firm support services such as marketing, technology, compliance, and human resources, while still maintaining the freedom to run their own investment book of business how they see fit for their clients.

In this episode, we talk in-depth about how Andy and his partners run their firm as a form of cooperative with advisors sharing resources and additional services, to provide space and capacity to grow and scale their own practices, even including an in-house life coach (for both their advisors and their clients), how Andy and his partners purposefully do not receive any compensation as equity owners (making a living purely from their own practices’ P&L) and instead reinvest money generated by the firm back into the business to provide even more services their advisors can leverage, and how Andy attracts new top talent by not only trying to offer capacity and scale that is aligned to their advisors, but doing so while supporting a wide breadth of RIA custodians to give their advisors flexibility.

We also talk about how Andy accidentally started his financial services career in college by selling life insurance to college seniors after looking for a way to pay for his education, how after working at a large insurance broker dealer for over 30 years and becoming frustrated with corporate constraints, Andy made the difficult decision to walk away with his $3 billion practice and start his own firm, and how Andy approaches his leadership of the firm by viewing himself as a player and a coach (rather than simply an executive) as he maintains his own practice within Bleakley to show solidarity and create alignment with the other advisors in the firm.

And be certain to listen to the end, where Andy shares how, despite working hard for more than 3 decades on building an advisory firm and reaching $9 billion in AUM, he is still surprised at just how far it has grown over the years, how Andy has taken the approach that the moments when things go wrong can be viewed as learning and growth opportunities to better himself and to lessen the regrets he has in his own life, and why Andy believes it's the combination of building credibility, and our own financial resources, that is the key to position oneself to truly make an impact as an advisor.

So whether you’re interested in learning about how Andy runs his firm as a cooperative and is able to offer advisors freedom and shared resources to leverage for their own practices, why Andy intentionally forgoes equity compensation and instead reinvests in tools and resources for the firm, or how Andy applies his unique leadership role to not only help his own practice reach their goals, but to also guide the firm as a whole to reach $9 billion in AUM, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Andy Schwartz.

#FA Success Ep 283: Using Mergers And Integrations As A Pathway For Talent (Not Just Client) Acquisition, With Seth Streeter

May 31, 2022 07:04 am 1 Comment CATEGORY: Financial Advisor Success Podcast

Seth Streeter Podcast Featured Image FAS

Welcome back to the 283rd episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Seth Streeter. Seth is the founder and CIO of Mission Wealth, an independent RIA based in Santa Barbara, California that oversees nearly $5 billion in assets under management for over 2,000 client households.

What's unique about Seth, though, is how he and Mission Wealth have been growing through mergers, but not just for the purpose of acquiring assets, and instead with a ‘mergers & integrations’ approach to essentially hire-by-acquisition (or acqui-hire) financial advisors and their team members to get the additional staff to scale Mission’s own ongoing growth engine.

In this episode, we talk in-depth about how Seth and his firm leverage what they refer to as an “M&I” (short for Mergers and Integrations) approach to ‘acquihire’ top talent (especially advisors with an entrepreneurial mindset) to scale up their advice teams and other key roles in the firm; how Seth and his firm attract that entrepreneurial talent into an employee role by offering diamond teams, dedicated departments, internal succession plans, and most importantly partnership equity opportunities; and how Seth and his firm also leverage multiple channels of growth to provide clients to their expanding base of advisors, including the use of custodial referrals, Centers of Influence, and digital marketing to maintain their organic growth momentum.

We also talk about how, while assessing his own happiness and fulfillment, Seth created an 11-dimension happiness framework that guides the firm’s Inspired Living Coaching Services to provide more holistic wealth discussions for clients of the firm; how Seth and his firm developed three key programs within their Inspired Living framework, including Inspired Talks with inspirational speakers, Wisdom Shares with virtual Zoom groups, and Conversation Circles about life goals; and the way Seth’s firm has segmented its clients into four tiers – Emerging for under $1M, Integrated up to $5M, Private Client up to $20M, and Family Office for households with over $20M – and varies the services that it offers to each.

And be certain to listen to the end, where Seth shares how the humbling experience of consecutive life challenges of his own divorce, health, and financial issues, and separating from his former accounting firm, all helped him grow and gain his own sense of resiliency; why Seth believes that forming referral partnerships (from ‘traditional’ Centers Of Influence like attorneys and accountants to non-traditional options like P&C insurance agents, bill-paying services, and even life coaches and fitness trainers) are the key for advisors to grow, and how Seth’s own journey as a CEO was transformed when he transitioned away from being the ‘buttoned-up’ financial professional that he thought he was supposed to be early on in his career and now just shows his own authenticity and lets himself be more vulnerable.

So whether you’re interested in learning about how Seth leverages not only assets, but also mergers and acquisitions to acquire top talent, how Seth’s programs give his clients a deeper, more holistic approach to their wealth, or how Seth connects with traditional and non-traditional referral options to allow his advisors to spend more time on client relationships rather than prospecting, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Seth Streeter.

#FA Success Ep 282: From Executive Assistant To COO Scaling A $4B Advisory Firm, With Allison Felix

May 24, 2022 07:02 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Allison Felix Podcast Featured Image FAS

Welcome back to the 282nd episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Allison Felix. Allison 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.

What's unique about Allison, though, is how she built and then leveraged her extensive knowledge of her firm and its operations to make the journey from an executive assistant all the way to COO, helping the firm scale to 3X its size over the past decade alone, from 25 employees to 75 and on its path to over $4 billion in AUM.

In this episode, we talk in-depth about how losing a key player in the firm’s succession plan led to a restructuring and Allison being chosen as the firm’s first COO, how Cassaday & Company developed its unique compensation structure that combines a low base salary with a percentage of the firm's top-line revenue for every employee to motivate all of them to reinvest in the success of the firm, and how Allison’s firm has propelled its growth with almost weekly seminars that were honed by hiring coaches to give constructive criticism and even recording the seminars to have all team members give critical feedback for improvement.

We also talk about how Allison applies the knowledge she gained through her years as an executive assistant (where she was not only responsible for bringing the CEO coffee but more importantly learned to wear multiple hats from HR and operations to billing) to better herself as a COO, why Allison’s firm has been expanding its service offerings to include estate planning, tax planning, and a life coach, to create a higher-touch service for the firm’s clients, and why and how last year Cassaday & Company ultimately decided to partner with Focus Financial to facilitate their firm’s succession plan (after the firm became too big for internal successors to buy it out) while still allowing all the key team members to continue in their current roles serving clients.

And be certain to listen to the end, where Allison shares how even though she has worked hard to scale and grow her firm, she is still surprised at its rapid growth despite challenges in recent years due to COVID, why Allison believes it’s important for future generations (especially young women) to understand the wealth of opportunities in financial planning as there is more to the industry than just talking numbers with clients, and why Allison feels stepping into the role of COO was pivotal, not only to help reinforce the confidence she had in herself, but to create representation for women at her firm and in the financial industry.

So whether you’re interested in learning about how Allison leveraged her years of operations experience in her transition into her firm’s COO, how Allison developed and outlined Cassaday & Company’s unique compensation structure, or why Allison felt it was important to partner with Focus Financial to ensure the future of her firm is secure, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Allison Felix.

#FA Success Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners, With Duncan Kelm

May 17, 2022 07:01 am 1 Comment CATEGORY: Financial Advisor Success Podcast

Welcome back to the 281st episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Duncan Kelm. Duncan 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.

What's unique about Duncan, though, is 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.

In this episode, we talk in-depth about how Duncan leveraged his tax expertise and years as a business consultant to build his own tax firm to offer full-suite tax and financial planning to his clients, how Duncan utilizes his tax business as well as local CPAs to generate leads for prospective wealth management clients, and how Duncan created what he calls ‘Character Insurance’ with his clients to help them define who they are and document their ethos for future generations when they are no longer around.

We also talk about how Duncan fought to become more knowledgeable to prove his worth after transitioning from consulting to an entry-level position at a wirehouse, how Duncan decided to partner with his father to build their own independent firm after he became frustrated with the lack of freedom and opportunities at the wirehouse, and how Duncan struggled to accept becoming his father’s successor as he tried to balance building a career on his own and taking advantage of the partnership opportunity in front of him.

And be certain to listen to the end, where Duncan shares how he drew upon the lessons in mental toughness he learned during his years as an Olympic Rugby player to help him through the difficult transition to owning his firm, how even though Duncan thoroughly enjoyed his prior consulting work he changed his career path to gain more independence and time to spend with his family, and how Duncan lives a philosophy of focusing more on the effort he puts towards achieving life goals than just focusing on the outcome (which usually helps it turn out favorably in the end anyway).

So whether you’re interested in learning about how Duncan utilizes his tax firm to gain referrals for his wealth management firm and provide consolidated tax and financial planning to his clients, how Duncan developed 'Character Insurance’ to help his clients (and himself) express to loved ones what is truly important to them when they’re gone, or how Duncan was able to overcome the challenges of transitioning from a business consultant to a partner at his own firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Duncan Kelm.

#FA Success Ep 280: Overcoming The Pain Of Scaling: When The Second 100 Clients Is Harder Than The First, With Brian Carney

May 10, 2022 07:03 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 280th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Brian Carney. Brian is a co-founder of RiversEdge Advisors, an independent RIA based in Wilmington, Delaware that oversees over $400 million in assets under management for nearly 300 client households.

What's unique about Brian, though, is how he and his partner dealt with the ‘fortunate’ problem of having rapid growth as their firm gained momentum, rising from $150M to $300M of AUM in just 18 months… and how the associated growing pains led to burnout, losing nearly half their staff, and required them to completely rebuild the infrastructure of the firm to actually be able to get to the next level.

In this episode, we talk in-depth about how Brian and his partner made a goal in 2018 to double their AUM of $150 million in 5 years and the Center Of Influence referral marketing approach that let them get there in only 18 months, why what should have been a positive of big growth turned into a nightmare of working too-long hours and making staff changes that lost almost half their headcount in just a few months, and how Brian was only able to turn it around by hiring 2 recruiters and 2 consultants, to help not only the then-struggling culture of the firm, but to quickly find the replacement employees they needed who were the right fit and could help the firm get back on track to success.

We also talk about how, despite having an optimistic outlook, Brian struggled to not take it personally as the culture declined at his firm and the bulk of their employees decided to leave, the realization that Brian had that being a manager was just not his nor his partner’s natural skillset and that they needed to hire an Operations Manager to take over those responsibilities, and the weekly Operations and Opportunities meetings that the firm has implemented to get more organized and keep the whole team aligned.

And be certain to listen to the end, where Brian shares how he was surprised even after being in the financial industry for years, how much work and emotions are involved in going from a financial planner to a financial planning business owner, why Brian believes it is important for newer advisors to find a firm that can provide the space for them to concentrate more on their client relationships and less on prospecting, and how even though Brian has faced many challenges in scaling his firm, he and his partner are ready to set even bigger growth goals in the future… now that they’ve made the key hires they needed to get there.

So, whether you’re interested in learning about how Brian and his firm were able to attain rapid growth in only 18 months, how Brian handled a decline in firm culture and nearly losing all his employees, or how Brian and his partner pivoted to attract new talent and set up the firm for even greater success, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Brian Carney.

#FA Success Ep 279: Expanding The Impact Of Sustainable Investing For Ultra-HNW Families, With Erika Karp

May 3, 2022 07:03 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 279th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Erika Karp. Erika is the Chief Impact Officer at Pathstone, an independent RIA based in Englewood, New Jersey that oversees $35 billion in assets under management for a few hundred ultra-high-net-worth households.

What's unique about Erika, though, is how she and her firm are incorporating sustainable investing by utilizing their own internal ESG analysis to align their ultra-high-net-worth clients’ sizable amount of capital with their own values.

In this episode, we talk in-depth about how Erika and her firm utilize environmental, social, and governance analysis to find the intersection between investments that are expected to be sustainable and produce a strong investment return, how Erika focuses on the factors of intentionality, additionality, and measurability to ensure the impact of their investments decisions align with her clients’ values and objectives, and how Erika and her firm use manager due diligence discussions and their own thematic research to better identify managers that better fit with, and then hold them accountable to, the firm’s investment standards.

We also talk about how Erika was inspired to begin her own firm after becoming frustrated with the relatively slow pace that her prior firm was (not quickly enough) recognizing the emerging shift towards sustainable investing, how Erika’s confidence in her abilities was juxtaposed with the intense pressures of putting up her own capital to launch and then having to quickly reach $25 million in AUM within 90 days to receive SEC approval on her Federal registration, and how Erika leveraged publishing her own proprietary ESG investing research through a monthly report and doing corporate consulting to create a revenue stream on the side while she was launching her own firm and getting her initial clients.

And be certain to listen to the end, where Erika shares how the realization that we all have to make decisions that are based on imperfect information known at the time helped her have fewer regrets in her own life, how Erika struggled with wanting to be known as a trusted advisor while also feeling the pressure of needing to sell herself and her services to acquire clients as she was building her firm, and why Erika believes it is important as an advisor to focus on the work that brings personal joy and to keep aspiring to do more of that work to develop a better career.

So whether you’re interested in learning about how Erika and her firm analyze and measure the ESG impact of their investments, how Erika was able to navigate the pressures of having to fully fund her own firm and get SEC approval in a short amount of time, or how Erika was able to reach a point where she could focus more on the aspects of her career that she loves, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Erika Karp.

#FA Success Ep 278: Separating Marketing From Sales To More Efficiently Scale Sustainable Growth, With Derek Gregoire

April 26, 2022 07:04 am 1 Comment CATEGORY: Financial Advisor Success Podcast

Derek Gregoire Podcast Featured Image FAS

Welcome back to the 278th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Derek Gregoire. Derek 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.

What’s unique about Derek, though, is how he 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 (and not need to worry about chasing prospects).

In this episode, we talk in-depth about how Derek has built a combination of radio programming, short interview-style television ads, seminars, and digital marketing to bring in prospects, how Derek and his firm have developed a simplified three-meeting sales process that aims to avoid overwhelming prospects with choices and just focuses on whether they would like to work together, and how Derek’s decision to centralize marketing has ultimately freed up the budget to maintain a larger service staff to ensure a personal, high-touch experience for his clients.

We also talk about how Derek and his partners realized after getting close to burnout that it takes more than just advisors to scale and grow a successful advisory firm, why at one point Derek and his partners decided they had to spend a whole year doing less to get the firm back on track for long-term growth, and how Derek learned first-hand why having a good internal culture at his firm is what really helps advisors develop better and deeper client relationships.

And be certain to listen to the end, where Derek shares his philosophy of concentrating on the smaller details now to help with the bigger picture later, why Derek believes it is so important to be authentic and to have confidence in oneself (especially early in an advisory career), and how Derek’s long-term goal is not simply to have success but to achieve significance by pouring into others.

So whether you’re interested in learning about how Derek utilizes marketing funnels across a wide variety of mediums to drive prospects to action, how Derek’s firm culture changed for the better when he pivoted from employees who came for the paycheck to those who believed in the vision, or why he believes authenticity is the most important trait a young advisor can have, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Derek Gregoire.

#FA Success Ep 277: Crafting A More Unique Value Proposition By Investing Into A More Focused Clientele, With Lauren Oschman

April 19, 2022 07:04 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Lauren Oschman Podcast Featured Image FAS

Welcome back to the 277th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Lauren Oschman. Lauren is the CEO of Vestia Personal Wealth Advisors, an independent RIA based in Nashville, Tennessee, that oversees $600 million in assets for nearly 500 client households.

What's unique about Lauren, though, is how she and her firm not only serve a unique niche of physicians, but have also built practice groups within the firm that serve niches within the niche, including female physicians and orthopedic surgeons, and have developed hyper-specialized services for their unique clientele that allow them to truly differentiate.

In this episode, we talk in-depth about how Lauren and her partners built a firm dedicated to providing a high-touch, customizable client experience that still fits into the busy lifestyles of physicians, how Lauren’s firm developed services that help their physician clients with the unique challenges they face when it comes salary contract negotiations, and mortgages and disability insurance for doctors with highly variability income, and the way Lauren’s firm has further specialized in student loans and helping physicians understand when they may qualify for potentially six-figure Public Student Loan Forgiveness for their non-profit hospital work.

We also talk about how starting her career at a male-dominated advisory firm gave Lauren a better understanding of the importance of inclusivity and diversity for women advisors, how Lauren, immediately after having her first daughter, took a risk to leave the firm she outgrew and launch her own in order to pursue better leadership and ownership opportunities where she could have a much greater impact on change, and why Lauren believes learning to communicate and working on human connection as a financial advisor are equally as important as learning the technical skills in how to build a financial plan.

And be certain to listen to the end, where Lauren shares how she views the adversity she experienced in her career as learning opportunities and uses those moments as inspiration for her own future and for future generations in her firm, how building a team within her firm has helped Lauren feel more fulfilled by having more people around her that she can uplift and impact the lives of, and how, while Lauren is still striving to further improve the workplace that she has created, it’s looking back on how far you’ve come and how much you’ve achieved that really reflects the impact you’ve had on the world.

So whether you’re interested in learning about how Lauren integrates her “made for you” philosophy into her branding and marketing, how she simplified her fee structure to create scalability in problem-solving, and how Lauren fosters community and work/life balance with high demands on both sides, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Lauren Oschman.

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#FA Success Ep 286: Pursuing Intrapreneurship As A Path To Growth Within A Larger Firm, With Matt Cosgriff

#FA Success Ep 285: Fast-Tracking Growth As A Career Changer With A High-Touch Service To Your Prior Profession, With Ryan Townsley

#FA Success Ep 284: Sharing Centralized Resources To Create More Capacity And Scale For Advisors To Grow, With Andy Schwartz

#FA Success Ep 283: Using Mergers And Integrations As A Pathway For Talent (Not Just Client) Acquisition, With Seth Streeter

#FA Success Ep 282: From Executive Assistant To COO Scaling A $4B Advisory Firm, With Allison Felix

#FA Success Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners, With Duncan Kelm

#FA Success Ep 280: Overcoming The Pain Of Scaling: When The Second 100 Clients Is Harder Than The First, With Brian Carney

#FA Success Ep 279: Expanding The Impact Of Sustainable Investing For Ultra-HNW Families, With Erika Karp

#FA Success Ep 278: Separating Marketing From Sales To More Efficiently Scale Sustainable Growth, With Derek Gregoire

#FA Success Ep 277: Crafting A More Unique Value Proposition By Investing Into A More Focused Clientele, With Lauren Oschman

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