Behind The Advisor

Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje


Listen Later

Kelly Luethje is the owner of Willow Planning Group, a fee-only firm in Holderness, New Hampshire. Kelly spent most of her early career working in investor relations at a bio-tech company and after getting her own financial house in order she was drawn into Financial Planning industry. After working at another fee-only firm, she decided to start her own RIA and today she runs a completely virtual business with over 50 clients of her own.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/246      

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

Behind The AdvisorBy XYPN

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

134 ratings


More shows like Behind The Advisor

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,200 Listeners

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

The Retirement and IRA Show

724 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

546 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,000 Listeners

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

The Perfect RIA

458 Listeners

The Long View by Morningstar

The Long View

850 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

225 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

771 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

105 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

119 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

112 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

700 Listeners

Only Fee-Only by Broc Buckles and Peter Ciravolo

Only Fee-Only

16 Listeners

The Advisor Journey by Altruist

The Advisor Journey

23 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

20 Listeners