88 min listen
Ep 165: Navigating Broker Protocol When The Firm You Start With Isn't The One You Want To Stick With - with Steve Kampschmidt
Ep 165: Navigating Broker Protocol When The Firm You Start With Isn't The One You Want To Stick With - with Steve Kampschmidt
ratings:
Length:
99 minutes
Released:
Feb 25, 2020
Format:
Podcast episode
Description
Steve Kampschmidt is the founder of Freedom Found Financial, an RIA that oversees just under $20 million in assets under management for 30 affluent clients. After breaking away from a training program at a major wirehouse, Steve recently formed his advisory firm because he realized it was more economical for him to operate his own business and control his own expenses. He joins the show today to discuss how he has rapidly grown his firm since going independent and what he went through to comply with broker protocol. Listen in as Steve explains how he built his client base at the Wirehouse using cold-calling techniques and the salary base they provided while he did so. You will learn about the alternative non-AUM business model he created, why having confidence in yourself is key, and what you should realistically expect when it comes to clients sticking with you after you leave a big firm. For show notes and more visit: https://www.kitces.com/165
Released:
Feb 25, 2020
Format:
Podcast episode
Titles in the series (100)
Ep 001: Entrepreneurial Persistence And Building a $200M AUM Practice with Rick Kahler: In this first episode, I have a conversation with Rick Kahler, a financial planner in Rapid City, South Dakota who built his own practice to a stable of 100 clients and $200M in assets under management. by Financial Advisor Success