88 min listen
Ep 054: Lessons Of An Advisory Firm Merger And Launching Your Own Advisor FinTech Company with Greg Friedman
Ep 054: Lessons Of An Advisory Firm Merger And Launching Your Own Advisor FinTech Company with Greg Friedman
ratings:
Length:
127 minutes
Released:
Jan 9, 2018
Format:
Podcast episode
Description
Today’s guest has been in the financial services industry for over 25 years. The co-founder of Private Ocean—an independent RIA in Northern California that manages nearly $1.2 billion of assets under management—Greg Friedman has not only been an advisor, but he also founded the country’s leading practice improvement firm for financial advisors, Junxure. In this episode, Greg shares the unique niche that helped Private Ocean gain its initial traction, as well as how he got started in technology despite not intending to do so. He also shares valuable lessons he learned when he decided to merge his successful advisory firm with a larger one, what he would do differently if he had it to do all over again, and advice for advisors who are just starting out. For show notes and more visit: https://www.kitces.com/54
Released:
Jan 9, 2018
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