83 min listen
Ep 133: Joining As Sibling Partners To Launch A Joint Advisory And Accounting Firm with Danna Jacobs
Ep 133: Joining As Sibling Partners To Launch A Joint Advisory And Accounting Firm with Danna Jacobs
ratings:
Length:
102 minutes
Released:
Jul 16, 2019
Format:
Podcast episode
Description
Danna Jacobs is the co-founder of Legacy Care Wealth, an advisory firm and accounting practice that she launched with her brother. While Danna handles the financial planning side of things, her brother focuses on the accounting and tax planning as they grow their business together. Today she joins the show to discuss how her firm works with next-generation clients and what it’s like running a business with a sibling. Listen in as we talk in depth about their blended fee model, which charges a monthly fee for ongoing planning advice that shifts into an AUM fee as clients’ savings and portfolios grow. Danna explains the structured agenda she uses for every client—covering accomplishments since the last meeting and key client takeaways that become the clients’ homework for the next meeting—how she balanced motherhood during the early stages of her business, and more. For show notes and more visit: https://www.kitces.com/133
Released:
Jul 16, 2019
Format:
Podcast episode
Titles in the series (100)
Ep 007: Building a Highly Profitable Lifestyle Practice by Age 35 with Matthew Jarvis: Matthew Jarvis is the managing partner of Jarvis Financial, a fairly typical practice - until Matt told me he took 83(!) vacation days last year. by Financial Advisor Success