Financial Advisor Success

Andy Panko is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. Andy was able to reach his client capacity goal in only two short years by leveraging a Facebook group that he created to share his expertise directly with the types of clients that he wanted to serve. Listen in as Andy shares how he was able...

Ed Coambs is the founder of Healthy Love & Money, a financial therapy practice based out of North Carolina that helps families uncover and understand the roots of their underlying financial conflicts. Ed himself is a former financial advisor turned financial psychologist, and he utilizes couples therapy techniques to help his clients get to the root of the issues that may be blocking them from ach...

Shari Greco Reiches is the Co-Founder and Chief Visionary Officer at Rappaport Reiches Capital Management, an independent RIA based out of Illinois that oversees more than $800 million in assets under management for 350 client households. After experiencing a life-changing incident, Shari created her 5-step framework and "CFO Family Checklist" that she now uses with her clients to help them stay f...

Neel Shah is the Founder of Shah Total Planning, which is a combination of an independent RIA and a law firm based out of New Jersey that oversees $57 million in assets under management for 50 households. Neel himself is an estate planning attorney turned financial advisor who offers a one-stop shop for advice while outsourcing his investments, leveraging his background as an attorney to generate...

Anna N'Jie-Konte is the founder of Dare to Dream Financial Planning, an independent RIA based out of the New York City that has grown to more than $400,000 in annual revenue in only 3 years by having a base of 32 ongoing clients and more than a dozen project-based planning clients who go through her one-day financial planning intensive. Anna has been able to accelerate her firm's growth by leverag...

Matthew Topley is the Founder and CIO of Lansing Street Advisors, an independent RIA based out of Pennsylvania that oversees $160 million in assets under management for 60 client households. Matthew has been able to differentiate his firm by offering high-net-worth clients the opportunity to diversify their investment portfolio by syndicating private real estate partnerships that directly purchase...

Amy Irvine is the owner of Rooted Planning Group, an independent RIA based out of New York that oversees $67 million in assets under management for 175 households. Impressively, Amy has successfully managed the complexities of starting her own RIA focused on Gen X women despite seeing a very rapid expansion from 30 clients to over 100 clients in under 18 months. Listen in as she shares what made h...

Andrew Komarow is the Founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based out of Connecticut that oversees $100-million in assets under management for 100 households. Andrew identifies as a financial advisor with autism and has built a firm with a specialized niche of neurodivergent clients, helping them navigate their unique and sometimes complex financial pla...

Kamila Elliott is the CEO and Founder of Collective Wealth Partners, an independent RIA based out of Atlanta that oversees nearly $25-million in assets under management for 175 client households. Kamila and her partners built a firm comprised entirely of Black CFP professionals that are dedicated to supporting the creation of wealth for BIPOC and underserved communities through a model that charge...

Patrick Kilbane is a Partner and Director of the Divorce Advisory Group for Ullmann Wealth Partners, an independent RIA based in Jacksonville Beach, Florida that oversees $800 million in assets under management for 350 client households. After stepping away from a successful career as a family law attorney, Patrick transitioned into becoming a financial advisor who specializes in divorce with a un...

Jennifer Murray is the owner and founder of Stonebridge Financial Advisors, an independent RIA based out of New Jersey that oversees $100 million of assets under management for 50 families. After experiencing the personal tragedy of losing her husband to cancer, Jennifer built a practice that specializes in recent widows, intentionally working with a limited number of clients to provide a more int...

Matt Cosgriff is the Director of Wealth Management for BerganKDV, an independent RIA based out of Minnesota that oversees more than $2 billion in assets for 1,000 households. Matt has a unique career path, having leveraged the launch of a specialized division within BerganKDV and creating a path toward leadership of the entire RIA. Listen in as we talk about how he got the opportunity to operate a...

Ryan Townsley is the founder of Town Capital, an independent RIA based in Bel Air, Maryland, that oversees nearly $50 million in AUM for 65 client households. After spending the first 15 years of his career as a nuclear power plant supervisor, Ryan then transitioned to become a financial advisor that quickly grew to nearly $50M of AUM in under 4 years by developing a high-touch service back to tho...

Andy Schwartz is a partner at Bleakley Financial Group, a hybrid advisory firm based out of New Jersey that nearly tripled in size to over $9-billion in assets after breaking away from a major insurance company. Andy and his partners have built their firm into a platform that allows advisors the opportunity to leverage centralized large firm support services while maintaining the freedom and flexi...

Seth Streeter is the Founder and CIO of Mission Wealth, an independent RIA based out of Santa Barbara that oversees nearly $5-billion in AUM for over 2,000 client households. Seth has uniquely grown Mission Wealth through mergers and acquisitions, essentially hiring by acquisition as a means of acquiring the talent needed to scale the firm. Listen in as Seth shares how he uses a "Mergers and Integ...

Allison Felix is a managing partner and COO for Cassaday & Company, a hybrid advisory firm based in McLean, Virginia that oversees more than $4 billion in assets for nearly 2,500 client households. Allison has a unique story in that she has made the journey from executive assistant all the way to COO, helping the firm scale to 3X its size over the past decade alone. Today she joins the show to dis...

Duncan Kelm is a managing partner for Arrow Point Wealth Management, a hybrid advisory firm based in Santa Rosa, California that oversees $163 million in assets under management for 142 client households. Today Duncan joins the show to discuss how he leverages owning and operating his own tax firm, in addition to his advisory firm, to offer more integrated tax planning and wealth management servic...

Brian Carney is the co-founder of RiversEdge Advisors, an independent RIA based out of Delaware that oversees over $400 million in assets under management for 300 client households. Brian's firm doubled in only 18 months, causing burnout, staff turnover, and the need to completely re-build their infrastructure to be able to sustainably scale to the next level, and he joins the podcast today to tal...

Erika Karp is the Chief Impact Officer at Pathstone, an independent RIA based out of New Jersey that oversees $35 billion in assets under management for a few hundred ultra-high-net-worth client households. Erika has uniquely incorporated sustainable investing into her firm by utilizing an internal ESG analysis that aligns her clients' sizeable capital with their own values. Listen in as she share...

Derek Gregoire is a co-owner of SHP Financial, an independent RIA based in Plymouth, Massachusetts that oversees nearly $1.2 billion of total assets for over 1,200 clients. Derek and his firm have centralized the execution of multiple marketing strategies to increase the amount of prospective client leads the firm provides to its advisors, so they in turn can concentrate more on developing client...

Lauren Oschman is the CEO of Vestia Personal Wealth Advisors, an independent RIA based out of Nashville that oversees $600 million in assets for nearly 500 households. Lauren has epitomized what it means to niche down by not only serving a unique niche of physicians, but also serving niches within their client base and providing hyper-specialized services that allow them to truly differentiate. Li...

John Hagensen is the founder of Keystone Wealth Partners, an independent RIA based out of Arizona and North Dakota that oversees $650 million of assets under management for 1000 households. John is one of the first non-lawyer financial advisors in the nation who built, owns, and operates a law firm which he then leverages with his own tax firm to create an entirely one-stop shop for affluent clien...

Michael Chasnoff is the founder and CEO of Truepoint Wealth Counsel, an independent fee-only RIA based out of Cincinnati that oversees $4.5 billion in assets under management for 750 households. Michael has grown his firm completely organically by focusing on working with business owners and executives—and scaling his team by offering a distributed ownership structure with a broad equity participa...

Maria King is the President and Co-Founder of Transcend Practice Management, a practice management coaching and consulting firm based in Concord, Massachusetts. Maria helps advisors with hiring and compensation plans for next-generation advisors, and goes one step further by creating legacy plans to outline an arrangement for succession. In this episode, she joins the show to discuss how she helps...

Penny Phillips is the President and Co-Founder of Journey Strategic Wealth, an independent RIA platform for advisors to outsource their back-office compliance and operations management. Through the firms they work with, Journey Strategic Wealth oversees $3 billion in assets and offers their advisors the ability to lean into already-built processes so they can scale their own time and productivity...