78 min listen
Ep 093: Building A High-Income Lifestyle Practice Efficiently By Running It Like A Real Business with Sunit Bhalla
Ep 093: Building A High-Income Lifestyle Practice Efficiently By Running It Like A Real Business with Sunit Bhalla
ratings:
Length:
99 minutes
Released:
Oct 9, 2018
Format:
Podcast episode
Description
My guest today has one of the most fascinating practices and niches in the advisor space. Sunit Bhalla is the founder of Oak Tree Financial Planning, a solo advisory firm that oversees more than $40 million in assets under management in a hyper-targeted niche of engineers. A former engineer himself, Sunit has been able to build nearly $300,000 in revenue—with an 85% profit margin—by working with just 17 affluent clients. In this episode, he shares how he built his highly efficient solo practice with a relentless focus on staying focused. Listen in to hear about his unique financial planning process, why he offers all his prospective clients just one comprehensive financial planning and investment management service, and what he says all advisors should focus on in order to maintain a healthy work-life balance. For show notes and more visit: https://www.kitces.com/93
Released:
Oct 9, 2018
Format:
Podcast episode
Titles in the series (100)
Ep 006: Improving Gender Diversity in the Financial Services Industry with Eleanor Blayney: Advisors at all stages in their career will learn a tremendous amount for the successful career of Eleanor Blayney. by Financial Advisor Success