Financial Advisor Success

Ep 139: Plugging In For Large Firm Support To Refocus Your Time On Clients Instead with Michele Clark


Listen Later

Michele Clark is the senior portfolio manager for Acropolis Investment Management with more than 25 years of experience in financial services. From cold knocking to becoming a regional investor educational specialist and now working in investment management, Michele really has done it all within the industry. She even ran her own independent hourly financial planning practice until she recently decided to "plug-in" to a larger firm.

In this episode, Michele discusses her non-traditional journey through the financial advisory industry, as well as how she managed to re-balance both her business and the work she is doing in it. Listen in as she shares her best tips for attracting clients no matter where you are, the importance of developing an expertise, and how to confront the inevitable challenges you will face when starting out on your own.

For show notes and more visit: https://www.kitces.com/139

...more
View all episodesView all episodes
Download on the App Store

Financial Advisor SuccessBy Michael Kitces

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

696 ratings


More shows like Financial Advisor Success

View all
Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

200 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

944 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

752 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

697 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,022 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

475 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,147 Listeners

The Long View by Morningstar

The Long View

935 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

248 Listeners

Ask The Compound by The Compound

Ask The Compound

337 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,062 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

134 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

991 Listeners