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Ep 140: Transforming Your Advisory Business By Shifting Your Mindset After Hitting The (10-Year) Capacity Wall with Adam Cmejla
Ep 140: Transforming Your Advisory Business By Shifting Your Mindset After Hitting The (10-Year) Capacity Wall with Adam Cmejla
ratings:
Length:
116 minutes
Released:
Sep 3, 2019
Format:
Podcast episode
Description
Adam Cmejla is the founder of Integrated Planning and Wealth Management, an independent RIA that oversees approximately $45 million in assets under advisement for nearly 100 clients. Over the past two years, Adam’s practice has undergone an incredible transformation, increasing their financial planning fees and growing revenue by nearly 80%. In this episode, Adam shares how his marketing process has evolved, as well as what made him decide to narrow down his focus and serve only optometrists. Listen in to discover how a shift in his mindset has helped his firm to grow phenomenally—while also allowing him to spend more time with his family—the steps he took to raise his fees for existing clients while bringing in new ideal clients, and more. For show notes and more visit: https://www.kitces.com/140
Released:
Sep 3, 2019
Format:
Podcast episode
Titles in the series (100)
Ep 013: Succeeding As A Serial Financial Advisor Entrepreneur Serving Ultra-HNW Clients With Steve Lockshin: This week’s guest is Steve Lockshin, the founder of AdvicePeriod, known for its contemporary approach to financial planning and technology. by Financial Advisor Success