Financial Advisor Success
About This Show
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
Most Recent Episode
Ep 021: Pivoting An Existing Advisory Firm To A Niche Serving Women In Transition with Evelyn Zohlen
6 days ago
In today’s episode, I speak with Inspired Financial founder, Evelyn Zohlen, an independent RIA in southern California. Her business is focused on working with women in transition, namely divorcees and widows. Her small, cohesive team dominates the niche and innovates constantly. Evelyn shares the details of how she selected this niche and built her team. They have set up their fees and team to deliver over-the-top coverage to select clients and share responsibilities fairly. Some clients pay for AUM, while others pay her a retainer, which is a growing trend within the industry. For Evelyn, driving referrals from centers of influence has been the foundation of how she has built her business. This has led her to bring $140M in assets under management in 15 years. Get the full show notes and transcript for this episode at: www.kitces.com/21