95 min listen
Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family With Suzanne Powell
Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family With Suzanne Powell
ratings:
Length:
90 minutes
Released:
Nov 21, 2023
Format:
Podcast episode
Description
Suzanne Powell is a Senior Financial Advisor that oversees approximately $110 million in assets under management for nearly 150 households at Meridian Wealth Management, an RIA based out of Kentucky. Suzanne stands out for her strategic scheduling, amassing over $100M in AUM by concentrating client and prospect meetings into two 3-month periods each year, enabling her to dedicate the rest of the year to family. She minimizes time on prospecting by efficiently managing a continuous stream of SmartAsset leads with a highly automated response system. Listen in as Suzanne shares her expertise on driving client growth by managing SmartAsset's lead-generation service, setting up effective communication automations, and strategically targeting leads to amass nearly $70M in new assets. We also discuss how she balances a packed schedule of client meetings with preparation and follow-up tasks, using technology to efficiently present financial plans to save time, her method for nurturing long-term client relationships, and her philosophy on integrating work with quality family life now, rather than waiting for retirement. For show notes and more visit: https://www.kitces.com/360
Released:
Nov 21, 2023
Format:
Podcast episode
Titles in the series (100)
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