I was honored to be a guest on the Michael Kitces Financial Advisor Success Podcast, and was able to help his audience with a little of my story, experience, and insight. We discuss how I built my business over the past 30 years, as well as the transformation made in the first decade of her career.

Listen in as we discuss the shift I made (and you need to make) from lead advisor to CEO and how that helped to nearly tripled the growth of the firm in the three years that followed. You will learn how I developed herself into a lead rainmaker role (despite admittedly not being a natural business person), how I shifted control of client relationships, and more.