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Ep 146: Systematizing Financial Planning Progress For Clients With Your Own Wealth Management Index with Ross Levin
Ep 146: Systematizing Financial Planning Progress For Clients With Your Own Wealth Management Index with Ross Levin
ratings:
Length:
109 minutes
Released:
Oct 15, 2019
Format:
Podcast episode
Description
Ross Levin is the co-founder and CEO of Accredited Investors Wealth Management, an independent RIA that oversees nearly $2 billion of assets under management for 475 affluent clients. Today Ross joins the show to discuss the way he systematized the financial planning process across his firm and developed a wealth management index system that tracks clients' progress. Listen in as he shares how he balances delving into the technical topics of financial planning versus trying to ask clients the right questions to explore the client's side of those issues. You’ll learn why it’s so important to have a systematized process, what Ross says is the most important thing when building a firm, and more. For show notes and more visit: https://www.kitces.com/146
Released:
Oct 15, 2019
Format:
Podcast episode
Titles in the series (100)
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