Podcast: Financial Advisor Success (LS 56 · TOP 0.5% what is this?)
Episode: Ep 252: Navigating The (Non-Linear) Growth Path To $100M Of AUM In Under 5 Years with Kyle Moore
Pub date: 2021-10-26

Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization

Kyle Moore is the founder of Quarry Hill Advisors, an RIA based out of St. Paul, Minnesota, that oversees $165 million of assets under management for 137 households. Kyle has been able to generate extremely strong growth for his firm in only 5 years while also navigating a plethora of challenges that are common among advisory firms in the early years.

Listen in as he shares why he decided to forge his own path and start an advisory firm, the techniques he used to make his firm findable online, and how one of his very first clients was a super-referrer that boosted his business in the early days of the firm. We also dive into why Kyle decided to bring on a partner—despite having a business that was growing well—and the benefits that he has gained (as well as the pitfalls he has avoided) thanks to practice management coaching programs.

For show notes and more visit: https://www.kitces.com/252

The podcast and artwork embedded on this page are from Michael Kitces, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.