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Ep 117: Forming A Specialized Advice Process To Add Real Value In Serving Small Business Owners with Josh Patrick
Ep 117: Forming A Specialized Advice Process To Add Real Value In Serving Small Business Owners with Josh Patrick
ratings:
Length:
107 minutes
Released:
Mar 26, 2019
Format:
Podcast episode
Description
Josh Patrick is the founder of Stage 2 Planning, an independent RIA with a niche focus on working with small business owners. Leveraging his own personal experience as a small business owner—before he transitioned into his second career as a financial planner—Josh has been able to create a deeply specialized advice process for his clients that commands retainer fees in excess of $50,000 per year. In this episode, Josh shares what he has done to make his expertise known and build a steady flow of prospects who seek him out. Listen in to learn what he says most advisors don’t understand about building a successful business, the important lessons he learned while building his own, and what advisors can do to lessen the demands of their businesses on themselves, while simultaneously making significantly more profit. For show notes and more visit: https://www.kitces.com/117
Released:
Mar 26, 2019
Format:
Podcast episode
Titles in the series (100)
Ep 001: Entrepreneurial Persistence And Building a $200M AUM Practice with Rick Kahler: In this first episode, I have a conversation with Rick Kahler, a financial planner in Rapid City, South Dakota who built his own practice to a stable of 100 clients and $200M in assets under management. by Financial Advisor Success