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Ep 162: Efficiently Expanding In-Depth Financial Planning Services To Move Beyond The AUM-Only Model with Tim Bickmore
Ep 162: Efficiently Expanding In-Depth Financial Planning Services To Move Beyond The AUM-Only Model with Tim Bickmore
ratings:
Length:
112 minutes
Released:
Feb 4, 2020
Format:
Podcast episode
Description
Tim Bickmore is the co-founder and director of financial planning for LBW Wealth Management, an independent RIA that oversees more than $50 million in assets under management for 230 client households. Today Tim joins the show to discuss how the firm grew so quickly and why they are concerned that what helped grow their firm initially may not work for future growth. Listen in as we discuss the evolution of Tim’s advisory firm, including why they shifted to a blended model with a base monthly subscription fee and how they are ensuring profitability for new clients. You will learn LBW’s financial planning process for younger clients, the increasingly cash-flow based approach they have taken, and more. For show notes and more visit: https://www.kitces.com/162
Released:
Feb 4, 2020
Format:
Podcast episode
Titles in the series (100)
Ep 002: Love-Affair Marketing and Amplifying Your Successful Business with Ron Carson: Today I’m speaking with Ron Carson, a veritable legend in the financial planning world: the top-ranked advisor at LPL for 25 years running, and the founder of Carson Wealth, the Peak Advisor Alliance, and the Dreamweaver Foundation. by Financial Advisor Success