88 min listen
Ep 137: The Evolution Of How Financial Advisors Solve Client Problems Across Industry Channels with Lou Tranquilli
Ep 137: The Evolution Of How Financial Advisors Solve Client Problems Across Industry Channels with Lou Tranquilli
ratings:
Length:
115 minutes
Released:
Aug 13, 2019
Format:
Podcast episode
Description
Lou Tranquilli is the founder of Tranquilli Financial Advisor, an independent full-service financial firm that oversees $100 million in assets under management for 110 clients. Now focused on a niche that has helped triple his firm in under four years, Lou joins the show to discuss how his advisory firm has evolved over more than two and a half decades in business. Listen in as he explains how he is transitioning into the independent RIA channel after having started out as a traditional life insurance sales agent, as well as how he has structured his firm. You’ll get valuable tips for growing your business, hiring the right people, and more. For show notes and more visit: https://www.kitces.com/137
Released:
Aug 13, 2019
Format:
Podcast episode
Titles in the series (100)
Ep 019: The Evolution And Emergence Of A True Financial Planning Profession With Bob Veres: For the past three decades, Bob Veres has witnessed, dissected, and predicted the major shifts of the financial planning profession. by Financial Advisor Success