Everand Logo

Welcome to Everand!

  • Discover this podcast and so much more

    Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

    Ep 164: Making The Hard Transition From Financial Advisor To Business Owner Of Your Advisory Firm with Julia Carlson

    Ep 164: Making The Hard Transition From Financial Advisor To Business Owner Of Your Advisory Firm with Julia Carlson

    FromFinancial Advisor Success

    Start listeningView podcast show

    Ep 164: Making The Hard Transition From Financial Advisor To Business Owner Of Your Advisory Firm with Julia Carlson

    FromFinancial Advisor Success

    ratings:
    Length:
    99 minutes
    Released:
    Feb 18, 2020
    Format:
    Podcast episode

    Description

    Julia Carlson is the founder and CEO of Financial Freedom Wealth Management Group, a hybrid RIA that oversees nearly $300 million in AUM for almost 1,000 client households. Today she joins the show to discuss how her daughter’s tragic car accident led her to look for a more flexible work schedule, which ultimately led her to becoming the business owner of the firm. Listen in as we talk about Julia’s journey through her advisory career and how she got her foot in the door through speaking with small local business owners. You will learn how to stay in charge without being in control, why Julia decided to let go of client relationships, and more. For show notes and more visit: https://www.kitces.com/164          
    Released:
    Feb 18, 2020
    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.