Financial Advisor Success Podcast - Full Episode Archives

#FASuccess Ep 206: (Re-)Building The Practice You Want After Your Former Firm Tries To Stop You From Breaking Away, With Drew Stotler

December 8, 2020 07:03 am 1 Comment CATEGORY: Financial Advisor Success Podcast

Welcome back to the 206th episode of Financial Advisor Success Podcast!

My guest on today's podcast is Drew Stotler. Drew is the founder of Stotler Wealth Management, a hybrid advisory firm based in the suburbs of St. Louis serving 100 middle-income clients. What's unique about Drew, though, is his path to building his own advisory firm. Having started his career in the employee advisor model at Edward Jones, deciding to break away to an independent broker-dealer only to get hit with a temporary restraining order after leaving despite having tried to do everything he could by the book, but ultimately overcoming the challenge as he can now build his advisory firm the way he always wanted to.

In this episode, we talk in-depth about how Drew built his career as a financial advisor from starting out in the Edward Jones' operations division focused on anti-money laundering reviews before requesting an internal transfer to become an advisor, how Drew built his early client base, literally knocking from door to door in local neighborhoods, what he did to build early rapport and connections while cold-knocking, and the books that gave him the inspiration to keep powering forward despite the challenging early years.

We also talk about why and how Drew ultimately decided to make a change. Why the transition was less about the difference in payouts between employee and independent channels and more about the ability to control his own marketing and be able to actually own the business he was building to someday bring his children in. The independent broker-dealers he evaluated during this path to independence and why he chose LPL. And how Drew has been rebuilding his practice while navigating Edward Jones' stringent non-solicit provisions.

And be certain to listen to the end where Drew shares what makes the advisory business such a unique and appealing career path, the pride of ownership that comes from being able to serve clients the way you think they should be served, and how the transition to independence has made it easier for him to tune out the industry pressures to grow, grow, grow and focus on what's most important to him instead.

So whether you’re interested in learning about how Drew transitioned from Edward Jones's Anti-Money Laundering department to an advisor role, how he evaluated his options around going independent, or how he built his firm after receiving a temporary restraining order, then we hope you enjoy this episode of the Financial Advisor Success podcast.

#FASuccess Ep 205: Differentiating From The Crowd By Pursuing A Specialized Clientele Of Cross-Border (Swiss) Expatriates, With Marina Hernandez

December 1, 2020 07:09 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 205th episode of Financial Advisor Success Podcast!

My guest for today's podcast is Marina Hernandez. Marina is an Investment Advisor Representative with Dynamic Wealth Advisors dba Swiss American Wealth Advisors with offices in Philadelphia and Switzerland that specializes in working with cross-border Swiss-American expatriates.

What's unique about Marina, though, is the way her specialized niche allows her to command sizable financial planning fees, working primarily with otherwise hard-to-work-with next-generation clients, while facing remarkably little competition at all, but focusing on not just cross-border expatriate clients, but specifically, those expatriates going just between the U.S. and Switzerland.

In this episode, we talk in-depth about what makes the niche of cross-border planning for expatriates so unique and so complex, the challenges from potential double-taxation of foreign country retirement accounts that the U.S. doesn't recognize for favorable tax treatment, how the rising focus on preventing money laundering and foreign tax cheats has created new layers of specialized tax reporting that expatriates must handle or face $10,000 fines from the U.S. government, and why even seemingly simple publicly traded investments that hold a diversified portfolio in a foreign country can create significant additional U.S. tax challenges.

We also talk about how Marina is structuring her advisory business, why she chose to break away from the existing advisory firm to start her own practice, the reason she affiliated with a larger firm, Dynamic Wealth Advisors, to provide her own back-office RIA support and get her access to multiple RIA custodial platforms, the software tool she uses to do financial planning with her expatriate clients, and why despite the fact that her value hinges on solving the especially complex problems her clients face, Marina's financial planning process is actually very efficient, because her specialization has allowed her to develop repeatable expertise.

Be certain to listen to the end, where Marina shares her journey in finding her cross-border expatriate niche, how her need to handle her own family's taxes as an expatriate living in London made her aware of the unique complexities for Americans living overseas, how the combination of CFP marks and Enrolled Agent license and her experience on international tax issues meant that she had three job offers out to her within just a few months of joining the Financial Planning Association and network for career opportunities, and why Marina is taking the barbell approach to serving the marketplace with a premium financial planning fee for her most complex clients, but then also offering free financial education classes for cross-border citizens who may also need help and may not be able to afford her premium services.

So whether you’re interested in learning about how Marina became an international tax expert, how she found a career that supported her need for mobility, or why she ultimately decided to partner with another firm, then we hope you enjoy this episode of the Financial Advisor Success podcast.

#FASuccess Ep 204: Being Able To Just Focus On Clients By Choosing To Be An Employee Advisor At A Growing Firm, With Blair duQuesnay

November 24, 2020 07:03 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 204th episode of Financial Advisor Success Podcast!

My guest on today's podcast is Blair duQuesnay. Blair is a financial advisor with Ritholtz Wealth Management, an independent RIA based in the New York City area that oversees nearly 1.3 billion of assets under management for more than 1000 affluent clients.

What's unique about Blair though, is the way that she's been able to build her client base of the firm up to $90 million of client assets in barely two-and-a-half years in a role that, by design and her choice, doesn't require her to actively prospect for business and instead lets her focus on the client relationships and the investment committee work she enjoys most, and why she gave up being a partner at her prior firm for this current employee role.

In this episode, we talk in-depth about the journey that Blair has taken through different types of firms in the industry, from starting out at a major wirehouse in various operational and investment support roles to the transition she first made to the independent channel not as a proactive decision to break away from the wirehouse world, but simply out of a need for a job after the financial crisis. Why her decision to launch her own independent RIA was driven more by a family change and limited alternatives than a desire to hang her own shingle. The opportunity that led her to merge her firm into a larger local one. And why finding an advisory firm that had a strong organic growth rate of its own was ultimately such a driving factor in her decision to join Ritholtz Wealth Management.

We also talk about the steps that Blair took to reinvest in herself to advance her career. The reason she decided to pursue the CFA Charterholder as her first professional designation, the path she took to obtain her CFP marks thereafter, why Blair has no regrets for having spent several years working as a sales assistant before becoming a financial advisor, and the moment when Blair was attending a financial advisor conference that she realized she was going to have to make a change.

And be certain to listen to the end where Blair shares the real-world challenges and frustrations that came with starting her career in financial services as a young person straight out of college and as a female in a male-dominated industry. The steps she took to make sure she stayed in the industry, whatever it took until she found the right role. And why, in retrospect, she believes it's so important to be patient and taking early entry-level roles that form the foundation of a long-term career as a financial advisor.

So whether you’re interested in learning about how Blair's career path changed from aspiring professional ballet dancer to financial advisor, how she discovered real financial planning, or how making a mindset shift to optimism changed everything for her, then we hope you enjoy this episode of the Financial Advisor Success podcast.

#FASuccess Ep 203: Adapting Financial Advisor Marketing To The Pandemic By Sticking With What (Virtually) Works, With Maribeth Kuzmeski

November 17, 2020 07:08 am 1 Comment CATEGORY: Financial Advisor Success Podcast

Welcome back to the 203rd episode of Financial Advisor Success Podcast!

My guest on today's podcast is Maribeth Kuzmeski. Maribeth is the founder of Red Zone Marketing, a marketing consulting firm with a focus on independent financial advisors that are looking to implement actionable marketing strategies. What's unique about Maribeth though, is the particular research-based, evidence-based focus she takes to financial advisor marketing, and the principle that marketing success doesn't have to be about doing something completely innovative and new and never seen before, but simply looking at what already works in the world of financial advisors and just adapting what is necessary to the specifics of your own business, so you can get started and getting results more quickly.

In this episode, we talk in depth about what Maribeth's research shows that financial advisors are actually doing now, in the midst of the ongoing pandemic environment, to adapt their marketing to a virtual and digital world. From conducting hyper-targeted email marketing campaigns to using third-party email services, and suggesting some of the providers so that advisors are actually using to do it successfully, to conducting virtual educational events with webinars and how to adapt your presentations to get better marketing results when you're delivering in a virtual format, to the rise of virtual client appreciation events, that are less about conducting a celebratory event for clients and more about simply creating meaningful social opportunities in a pandemic environment where we've all been closed off from each other. Whether it's virtual cooking events, virtual team meetup, or for one advisor, weekly virtual Bingo for their clients and prospects.

We also talk about how the pandemic has changed the nature of generating referrals in a world of virtual meetings. Why it's so crucial to turn the video on and ensure that virtual meetings are still face-to-face with tips on how to get reluctant clients, who in the past have preferred phone calls, to actually start meeting with you via video. How video meetings make it possible to connect with clients more frequently in smaller bites in a way that can actually help keep the advisor more top-of-mind for referral opportunities, and how to get opportunities to meet with prospects virtually by offering second opinion meetings to encourage them to meet with you for the first time.

Be certain to listen to the end where Maribeth shares her own journey of finding financial advisors as her niche as a marketing consultant, the way her first financial advisor client grew his business from 10 million to 200 million of AUM in just five years by focusing on a niche of his own, and how, in the end, many of the most successful niches for marketing purposes don't come about by trying to mastermind the ideal perfect niche upfront, but instead by simply finding a segment of clients you're already having some success with and going deeper and deeper and deeper until you look back and realize that what you've created is far more specialized and differentiated than you ever realized it could be.

So whether you’re interested in learning what other financial advisors are doing to adapt to the pandemic, how to adapt your virtual presentations to get better marketing results, or why video calls are crucial to making the face-to-face connection with clients and prospects alike, then we hope you enjoy this episode of the Financial Advisor Success podcast.

#FASuccess Ep 202: Improving Client Follow-Thru On Advice By Scaling A Quick-Touch Monthly Meeting Model, With Pamela Capalad

November 10, 2020 07:02 am 2 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 202nd episode of Financial Advisor Success Podcast!

My guest on today's podcast is Pam Capalad. Pam is the founder of Brunch & Budget, a financial planning and coaching firm based in New York City that serves nearly 200 clients with a particular focus on first-generation immigrants and serving communities of color.

What's unique about Pam and her Brunch & Budget business though, is the way she's built her clientele by – literally – having brunch with prospects to talk about budgeting and other cash flow planning issues, and how she figured out how to turn that into ongoing financial coaching relationships paying as much as $300 to $900 per month on an ongoing basis for Pam's structured financial coaching accountability system, coupled with 20-minute monthly check-in meetings.

In this episode, we talk in-depth about how Pam structures her ongoing monthly advice process, the upfront four meetings that she uses to onboard and start every client relationship, how she uses MeisterTask as the center of her client relationship to hold clients accountable for what they're working on, the reason Pam decided to ditch eMoney advisor and now uses MX as her account aggregation client portal to help them through their budgets and track their monthly spending, and why Pam found that a higher frequency of shorter monthly meetings – quick touches with clients – was more effective than longer quarterly or semi-annual meetings when it came to helping clients actually make progress towards their goals.

We also talk about how Pam's model itself has evolved from starting out with one-time engagement for providing budget and other financial advice to a monthly model that began at just $20 to $60 per month, and then increased to $100 a month, and then up to her current minimum of $300 a month as she built out her service model for clients. Why Pam's model is built on a sliding scale that can amount to as much as 3% to 4% of a client's household income, and how Pam justifies that advice fee to clients. And the group financial planning model that Pam is now beginning to test to expand the reach of her services to serve more people of color.

And be sure to listen to the end where Pam shares how hiring for scale became the biggest challenge in her business as it grew beyond her personal capacity to serve clients, how different it is to provide financial planning advice to clients who are the first generation of their family to accumulate wealth, and why she now frames her business niche as serving people who are afraid to talk about money and the ways that Pam has adopted her financial planning process to get them comfortable with working with her.

So whether you’re interested in learning how Pam uses MeisterTask to hold clients accountable, what made her decide to ditch eMoney Advisor and what she uses now, or how she is expanding the reach of her services to people of color through a group financial planning model, then we hope you enjoy this episode of the Financial Advisor Success podcast.

#FASuccess Ep 201: Building A Scalable Advisor Marketing Engine That Eliminates Reliance On Rainmakers Or Referrals, With John Wernz

November 3, 2020 07:05 am 1 Comment CATEGORY: Financial Advisor Success Podcast

Welcome back to the 201st episode of Financial Advisor Success Podcast!

My guest on today's podcast is John Wernz. John is the former chief marketing officer for Wealth Enhancement Group, an independent RIA based in Minneapolis that has nearly 20 billion of assets under management for nearly 20,000 affluent clients. What's unique about John, though, is the way he's scaled Wealth Enhancement Group's organic growth through marketing over the past decade, as the firm has grown from nearly 1 billion of AUM to nearly 20 billion, attracting more than 1.5 billion of net new client assets in the past year alone, not including acquisitions.

In this episode, we talk in-depth about how John built the organic marketing engine at Wealth Enhancement Group, why direct mail became a foundation for the firm's growth strategy, how Wealth Enhancement Group leverages third-party data sources to enrich its client personas to better target its marketing, why the firm uses a centralized sales team to field all prospecting queries before handing them off as leads for local advisors to close in service, and how John structures what is now a 30-person marketing team to execute across all of Wealth Enhancement Group's marketing channels.

We also talk about the economics and metrics of advisor marketing. How John evaluates the lifetime value of a client to the firm and why the company will happily spend more than $5,000 to get one new client. The core marketing metrics that Wealth Enhancement Group uses to track its success, including cost per lead, cost per appointment, cost per client, and why the firm doesn't target a certain percentage of revenue to spend on marketing and sales, and instead uses a media efficiency ratio to determine which marketing programs are worth sustaining or not.

And be certain to listen to the end where John shares how Wealth Enhancement Group's marketing success has led to a unique acquisition strategy to accompany it targeting firms in metropolitan areas that have enough depth to deploy their marketing strategies in that new market. How a growth-based acquisition strategy can result in cost synergies with a merger but avoid any layoffs in the acquired firm. And why John sees digital marketing from SEO to social media advertising, paid search to re-targeting, and more, as the next great frontier of scalable advisor marketing.

So whether you’re interested in learning how John’s firm uses direct mail marketing, how he calculates the firm’s media efficiency ratio, or how Wealth Enhancement Group uses acquisitions to open up new marketing channels, then we hope you enjoy this episode of the Financial Advisor Success podcast.

#FASuccess Ep 200: Scaling A Successful Business Beyond Yourself By Constantly Reinventing Your Role, With Michael Kitces

October 27, 2020 07:07 am 4 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 200th episode of Financial Advisor Success Podcast!

Our guest on today's podcast is me, interviewed by our guest host, Alan Moore. Leading up to this milestone 200th episode of the podcast, we put out a survey to the listenership via Kitces.com about whom to invite as a guest. Overwhelmingly, the feedback from all of you was a desire to hear more of my own story and how it's changed the nearly four years since I was first on the podcast, back in episode 20.

In this episode, we'll talk in-depth about my own career journey, starting out with how I landed in the financial services industry straight out of college, despite having studied psychology, theater, and medicine, and not finance or economics while I was an undergrad. Why I made the leap to launch the Kitces.com platform and split my time between writing and speaking and the advisory firm. And the reason I spend so much time advocating for smaller, independent firms, but recently made the decision myself, to switch to a much larger, so-called ‘mega RIA’.

We also talk about the unexpected ways that a career journey can unfold, including why I spent the first three years of my career trying to avoid a role that required any new business development, and then 10 years later, became a partner because of my success in bringing in new clients. Why spending years developing financial plans and delivering them to hundreds of clients made me not want to keep building my own client base for the next 30 years. Why, despite being highly risk averse, I've ended out launching nearly half a dozen different new businesses to serve the advisor community. And why, after nearly 10 years of operating Kitces.com, itself, is a lifestyle practice, we've made the decision to turn it around and grow from 3 to 13 team members in barely over 3 years.

And be certain to listen to the end where I share more of what happens behind the scenes, the low points I've had along the way of my journey, and the techy career I almost ended out with if I hadn't become a financial planner. How an admittedly non-traditional approach to financial planning for my own financial house has been a key to navigating my career journey. The advice no one gave me that I wish I'd had when I started to build and scale businesses, and the system that I've developed to manage my own time and hectic schedule so I can stay focused on having the biggest positive impact I can on the advisor community.

So whether you’re interested in learning about why Michael decided to pursue financial planning rather than psychology, medicine, or theater; how he uses “daily rocks” to manage his time and stay productive; or hear more about the hobbies of the man behind the blue shirt; then we hope you enjoy this episode of the Financial Advisor Success podcast.

#FASuccess Ep 199: The Barbell Approach To Building A High-Income And Broad-Reach Lifestyle Practice, With Morgen Rochard

October 20, 2020 07:06 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 199th episode of Financial Advisor Success Podcast!

My guest on today's podcast is Morgen Rochard. Morgen is the founder of Origin Wealth Advisers, an independent RIA based in Austin, Texas, that oversees nearly $35 million in assets under management for 25 affluent clients. What's unique about Morgen, though, is her barbell approach to doing good, with a focused practice that deliberately works with no more than 30 clients at a time.

Which, at a minimum fee of $12,000 per client, allows her to generate $300,000 of revenue working only 10 to 15 hours a week so that she can both raise her family as a 30-something mother and create a book and a podcast to also help the masses that can't afford her high-service solution. In this episode, we talk in-depth about how Morgen has structured her advisory firm, why she deliberately crafts an approach of working with just a small number of high-value clients to whom she can provide a high-touch service. The reason she structures her fee based on net worth but views investment management as an essential service in the solution, and how she structured a financial coaching business to be entirely separate from her RIA entity.

We also talk about Morgen's actual financial planning process with clients – why she structures her financial planning approach to start first with what's important to the client, and second, about what's important to financial planning itself, the way Morgen has integrated financial life planning into an initial three-meeting process with clients, why Morgen's focus with clients in their 30s and 40s is all about what they will accomplish in the next 12 to 18 months and not 20 to 30 years out for retirement, and how Morgen's shorter-term approach has fueled her financial planning referrals.

And be certain to listen to the end, where Morgen shares her own journey through the financial planning industry. Why she felt she had to go back to get her CFP certification despite already having her CFA marks, the way she rigorously structures her days and weeks to stay focused, and why Morgen's secret to hyper-efficiency is all about deliberately scheduling less time than she thinks she'll need to accomplish a task, and then challenging herself to get it done in that limited time window, anyway.

So whether you’re interested in learning about why Morgen decided to limit her firm to no more than 30 clients, how she uses George Kinder’s Three Questions with her clients as part of her “Vision Meetings”, or how she structures her week to maximize her productivity, then we hope you enjoy this episode of the Financial Advisor Success podcast.

#FASuccess Ep 198: How The Creator Of The 4 Percent Rule Applied It For His Clients And His Own Retirement, With Bill Bengen

October 13, 2020 07:04 am 8 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 198th episode of Financial Advisor Success Podcast!

My guest on today's podcast is Bill Bengen. Bill is the former owner of Bengen Financial Services, an independent RIA based in Southern California that oversaw nearly 50 million of assets under management for 80 affluent retirees.

What's unique about Bill, though, is that he's also known as the father of the 4% rule and the progenitor of the research that we now know as safe withdrawal rate, research that he not only published in a series of studies in the "Journal of Financial Planning" and a subsequent book, but also research that he put into practice with his clients as a financial planning practitioner.

In this episode, we talk in-depth about how Bill first developed the safe withdrawal rate research, the retirement problem in the early 1990s that he was trying to solve for, the irony that Bill first did his safe withdrawal rate studies to delve deeper than the rules of thumb that were popular at the time and then ended out having his 4% rule become a rule of thumb instead, how Bill integrated his 4% rule alongside his financial planning business, and why Bill didn't actually use the 4% safe withdrawal rate with his clients. He used 4.5% instead.

We also talked about Bill's own path as a financial planner, how he career changed into financial planning after first studying aerospace engineering and then spending his first career running the family soda bottling business, how a faithful media mention of NAPFA led Bill to launch his business from the start as an independent RIA in the early 1990s when it was not yet popular to do so, and how Bill was able to get traction in his early marketing as one of the only fee-only financial planners in his area, and why Bill decided from the start to maintain his firm is a lifestyle practice with no more than about 80 clients at any particular time.

And be certain to listen to the end where Bill shares what led him to ultimately decide to retire and sell his firm, why he believes the safe withdrawal rate today could be as high as 5% given the low-inflation environment, the reason Bill currently maintains a very conservative portfolio for his own assets as a retiree, and why Bill thinks that advisors should be more tactical with the asset allocation for their own retired clients.

So whether you’re interested in learning about how Bill transitioned from studying aerospace engineering to financial planning, how he became an early proponent of the fee-only model, or whether the 4% Rule still applies, then we hope you enjoy this episode of the Financial Advisor Success podcast.

#FASuccess Ep 197: Starting Over After A Non-Compete To (Re-)Build The Advisory Business You Really Want, With Ashby Daniels

October 6, 2020 07:08 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 197th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Ashby Daniels. Ashby is a financial advisor with Shorebridge Wealth Management, a hybrid advisory firm based in Pittsburgh, where he personally oversees 38 million in assets under management for 43 retired clients.

What's unique about Ashby though is the way he launched his current practice, breaking away from a major broker-dealer after nearly 10 years in the business in the face of a non-compete and non-solicit agreement, and the path that he built for himself at Shorebridge to give himself enough runway to make the transition without putting his family's financial situation at risk.

In this episode, we talk in-depth about how Ashby negotiated and structured his unique compensation agreement with Shorebridge to handle the first two years of relaunching from scratch. How he navigated the non-compete and non-solicit agreement to eventually win back at least a subset of his prior clients, how the transition and leaving most of his clients behind allowed Ashby to begin to focus on bringing in the right clients, and the way his business has evolved deeper and deeper into a niche with retirees in the years since.

We also talk about how Ashby has built his current marketing funnel through blogging or what he calls "the introvert’s dream to marketing", the way he initially started his blog anonymously just to see if he could do it and build a readership, how Ashby's blog eventually helped his former clients find their way back to him, why blogging can theoretically attract clients from anywhere in the country, but Ashby is using it specifically to grow his local clientele online. And the reason Ashby has now started launching a series of short paperback books for his retiree niche leveraging his blog articles.

And be sure to listen to the end, where Ashby shares how he manages his own time as an independent advisor. The way he splits his time for mornings to work in the business, conduct meetings with clients, and handle internal business tasks, and the afternoons to work on the business, including blogging and his other marketing efforts. How the book "Essentialism" changed Ashby's own personal time management process, the daily productivity sheet that he now uses for himself to ensure he always spends at least some time on tasks that will "move the needle" for the business, and how Ashby implemented a meeting surge approach to further focus his time and create more flexibility for the rest of the year to grow the business.

So whether you’re interested in learning about how Ashby transitioned from a broker-dealer despite a non-compete and non-solicit, how he finds inspiration for his blog, or why his ideal client changed from government employees to retirees, then we hope you enjoy this episode of the Financial Advisor Success podcast.

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#FASuccess Ep 206: (Re-)Building The Practice You Want After Your Former Firm Tries To Stop You From Breaking Away, With Drew Stotler

#FASuccess Ep 205: Differentiating From The Crowd By Pursuing A Specialized Clientele Of Cross-Border (Swiss) Expatriates, With Marina Hernandez

#FASuccess Ep 204: Being Able To Just Focus On Clients By Choosing To Be An Employee Advisor At A Growing Firm, With Blair duQuesnay

#FASuccess Ep 203: Adapting Financial Advisor Marketing To The Pandemic By Sticking With What (Virtually) Works, With Maribeth Kuzmeski

#FASuccess Ep 202: Improving Client Follow-Thru On Advice By Scaling A Quick-Touch Monthly Meeting Model, With Pamela Capalad

#FASuccess Ep 201: Building A Scalable Advisor Marketing Engine That Eliminates Reliance On Rainmakers Or Referrals, With John Wernz

#FASuccess Ep 200: Scaling A Successful Business Beyond Yourself By Constantly Reinventing Your Role, With Michael Kitces

#FASuccess Ep 199: The Barbell Approach To Building A High-Income And Broad-Reach Lifestyle Practice, With Morgen Rochard

#FASuccess Ep 198: How The Creator Of The 4 Percent Rule Applied It For His Clients And His Own Retirement, With Bill Bengen

#FASuccess Ep 197: Starting Over After A Non-Compete To (Re-)Build The Advisory Business You Really Want, With Ashby Daniels

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