88 min listen
Ep 231: From CPA Lifestyle Practice To Billion Dollar Multi-Generational RIA Enterprise with Michael Goodman
Ep 231: From CPA Lifestyle Practice To Billion Dollar Multi-Generational RIA Enterprise with Michael Goodman
ratings:
Length:
90 minutes
Released:
Jun 1, 2021
Format:
Podcast episode
Description
Michael Goodman is the Founder and President of Wealthstream Advisors, a family RIA based out of Manhattan that manages over $1-billion in assets for 350 client families. Michael first started his career as a CPA before transitioning to financial planning and building a firm that will outlast his retirement. Listen in as Michael shares his unique journey from CPA to financial planner, eventually building his own firm that allows him to do what he loves best: serving clients. We also discuss how his personality and optimism were instrumental in helping him stay the course during the hard times, why working with a consultant was the catalyst that led him to where he is today, and the biggest change he had to make when taking a risk to change focus and scale. For show notes and more visit: https://www.kitces.com/231
Released:
Jun 1, 2021
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