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    Ep 131: The (Nearly) $1B Solo Advisor: Scaling Up Client Focus By Outsourcing Everything Else with Dan Goldie

    Ep 131: The (Nearly) $1B Solo Advisor: Scaling Up Client Focus By Outsourcing Everything Else with Dan Goldie

    FromFinancial Advisor Success

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    Ep 131: The (Nearly) $1B Solo Advisor: Scaling Up Client Focus By Outsourcing Everything Else with Dan Goldie

    FromFinancial Advisor Success

    ratings:
    Length:
    100 minutes
    Released:
    Jul 2, 2019
    Format:
    Podcast episode

    Description

    Dan Goldie, the former president of Dan Goldie Financial Services, started out in 1991 with no clients or assets under management. Through focus and drive, he built up his firm to $900 million of assets for 275 affluent clients—all without even a full-time administrative staff member. Today he joins the show to discuss how he structured his advisory business and his approach to customizing everything he does. For show notes and more visit: https://www.kitces.com/131 
    Released:
    Jul 2, 2019
    Format:
    Podcast episode

    Titles in the series (100)

    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.