A major focus in financial planning circles is the "Great Wealth Transfer" expected to unfold over the coming years, as members of the large Baby Boomer generation pass along their wealth to heirs. For financial advisors, this offers an opportunity to support existing clients through estate planning advice, but also creates a risk of losing continuity once clients' assets pass to the next generation – particularly when the advisor has no existing relationship with the heirs.

In this guest post, David Haughton, VP of Estate Planning at Carson Group, explains that although advisors may feel as though they already know a client's family well, that familiarity is often one-directional. From an heir's perspective, being thrust into the challenging situation of losing a loved one – and potentially being named executor or trustee – can make it difficult to build a personal relationship quickly and from scratch with an advisor. Nonetheless, there are several planning topics that naturally create opportunities for advisors to engage with the next generation, not only to build familiarity in advance of a future wealth transition, but also to add value for the existing client by helping heirs prepare for future roles and responsibilities.

For instance, education planning can offer an early touchpoint, as an advisor might bring a 529 plan beneficiary into a conversation to discuss how the account may eventually be used and to show how financial planning translates into real-world outcomes. Charitable planning can also create a meaningful participation opportunity, such as when clients invite children into conversations about giving values and allow them to help direct a portion of charitable donations. Similarly, smaller investment accounts can give advisors a way to discuss concepts such as asset allocation, risk tolerance, and time horizon in a lower-stakes setting, while trust and estate planning conversations can help prepare future fiduciaries for responsibilities they may eventually need to take on.

As those early interactions accumulate, they can create a foundation for deeper family governance conversations. And because clients might feel hesitant about sharing detailed financial information or estate plan specifics, advisors can frame those meetings not as exercises in disclosure, but as opportunities to prepare heirs for future decision-making roles. Which can help clients articulate intentions that might otherwise go unspoken while also increasing their confidence that their plans will be understood and carried out as intended.

Ultimately, the key point is that while estate planning and inheritance conversations can be sensitive, many advisory relationships already contain natural entry points for involving the next generation in meaningful ways. And when those opportunities are used intentionally, they can improve family dialogue, help heirs feel more prepared for future responsibilities, and strengthen both the likelihood of continuity after a wealth transfer and the value of the planning itself for the current client!

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Welcome everyone! Welcome to the 489th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Sara Grillo, a digital marketing specialist for financial advisors.

What's unique about Sara, though, is how she has identified several (perhaps counterintuitive) ways financial advisors can win more clients, including by talking less about their expertise and reducing 'friction' by asking less of prospects early on in the relationship.

In this episode, we talk in-depth about how Sara finds that financial advisors sometimes fail to connect with prospective clients because they put the focus on their services and capabilities (often using intimidating industry jargon in the process) rather than on what's keeping the prospect up at night, why Sara thinks that common phrases used on advisor websites (for example, serving as a "household CFO" or being a "boutique advisory firm") might confuse rather than attract potential clients, and how Sara finds that advisors can encourage prospects to take the next step (whether it's scheduling an initial appointment or becoming a client) by reducing 'friction' points along the way (for example by offering simple, shorter lead magnets and by limiting the scope of information requests).

We also talk about Sara's approach to content creation for financial advisors and how answering common questions for a firm's ideal target client can be an effective place to start, how Sara finds that if an advisor receives the same question three times in a given week or month that it could be a good candidate for a piece of content, and how Sara is less concerned that writing high-value, targeted pieces of content will cannibalize an advisor's business as prospects could likely access this information already (as many will be amenable to working with an advisor to save them time and hold them accountable on execution).

And be certain to listen to the end, where Sara shares how being more targeted with content not only can attract attention from both search engines and AI platforms but also can increase the chances that it's passed around members of the target community the advisor works with, how Sara's involvement in the advisory industry (including her previous experiences as an advisor) has led her to help found a movement dedicated to greater transparency in the financial advice industry, and how Sara has found that building community (both amongst peers and with target client groups) offers rewards in its own right in addition to the business growth opportunities doing so can provide.

So, whether you're interested in learning about the benefits for advisors of talking less and listening more when meeting with prospects and clients, generating productive content ideas by answering the questions an advisor's ideal target is answering, or the benefits of building an advisor community, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Sara Grillo.

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Marketing for new clients through education has long been a popular approach for financial advisors. Whether it's conducting seminars or speaking at networking events, podcasting or creating educational videos, advisors get an opportunity to demonstrate their expertise, show that they're approachable, and help a broad swath of consumers. As a result, Kitces Research on Advisor Marketing finds that education-based marketing is amongst the most popular marketing tactics that advisors pursue, behind only referrals from clients and centers of influence, and networking (in-person or online). Yet the reality is that nearly half of advisors fail to get a single new client in a full year of trying their education-based marketing approach.

In this guest post, advisor marketing expert Kendra Wright of Rebel Media Agency conducts a detailed "marketing funnel breakdown" of the changes that one financial advisor made to turn his multi-year podcast that had generated virtually no new client results into one that generated more than $100,000 of new revenue in just the past 12 months, and the specific changes that he – and any advisor – can make to whatever their marketing funnel happens to be, in order to drive better business outcomes.

The starting point is to recognize that education-based marketing is really a three-stage "funnel" process, where the actual educational content itself – the seminar or the podcast – is just the middle of the funnel. It's a crucial stage – where advisors demonstrate their competency and build trust – but a great educational podcast unto itself does not create new clients.

Improved results also require paying attention to the top of the funnel, where you earn the attention to attract attendees, viewers, or in the case of a podcast, listeners who will become regular consumers of your content in order to build trust with them. This means getting clarity on who your ideal prospects are (and what kind of content they would be interested in), aligning the title of the podcast and the titles of each episode to that ideal target audience, and then further expanding awareness to others who might be interested (which in the case of a podcast, means appearing as a guest on other podcasts that might have listeners who would cross over).

In addition, advisors also have to pay attention to the bottom of the funnel, where prospects are invited to actually reach out and learn more about how to become a client. Because especially in the age of "finfluencers", it's not automatic for video viewers or podcast listeners to even realize that you are a financial advisor who actually works with and accepts clients! That has to be said – more than once, with a clear statement of what you do (as a financial advisor), who you work with (e.g., retirees nationwide), that you're accepting clients (as they may not realize you have capacity!), and how to take the next action step to reach out and schedule an introductory call.

Ultimately, the key point is that marketing by educating is an incredibly effective way to build trust with prospects, but putting out great educational content alone doesn't drive results. Turning educational content into qualified prospects means paying attention to the top of the funnel to expand your audience, and the bottom of the funnel to help them understand that you're a financial advisor who is accepting new clients, and how they can begin to work with you. The good news, though, is that when it works well, you can quickly reach the point where there are more prospects than you can handle – such that ironically, for the most successful advisor podcasters, their scheduling form is built to introduce more friction to slow down how often prospects reach out (and ensure only the most qualified do so). A nice problem to have!

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Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a study from the American College of Financial Services finds that advisors with advanced expertise in areas such as tax and retirement income planning tend to serve more wealthy clients than those with less advanced skills. Notably, the study also found no relationship between years of experience and expertise level. Which suggests that relatively newer advisors and those looking to stand out for their ideal client type could benefit from sharpening their skills in key areas to offer a deeper level of planning expertise to (potentially wealthier) clients!

Also in industry news this week:

• The North American Securities Administrators Association (NASAA) this week adopted amendments to bring four of its model rules in line with the SEC's marketing rule, a key step towards leveling the playing field for state-registered RIAs with their SEC-registered counterparts when it comes to using testimonials, endorsements, and specific performance reporting in their marketing
• A state report indicates that dozens of RIAs, amongst more than a hundred financial services firms in total, have experienced data breaches during the first four months of the year, as advancing artificial intelligence capabilities put a further spotlight on the importance of cyber hygiene for advisory firms, including their staff and clients

From there, we have several articles on tax planning:

• A four-step framework for financial advisors to effectively manage client equity compensation
• How advisors can offer significant hard-dollar tax savings for clients by creating an effective Restricted Stock Unit (RSU) sale strategy
• Why leveraging Net Unrealized Appreciation (NUA) rules isn't always a sure bet and how advisors can offer value for clients by conducting a more personalized analysis

We also have a number of articles on advisor marketing:

• Five ways advisors can help clients make more effective introductions (and drive more good-fit referrals in the process)
• How advisors can reduce any awkwardness around referral conversations and avoid turning clients into (unintentional) salespeople
• Why leaning into value and personalization can help advisors drive referrals from clients in the first few months of the relationship

We wrap up with three final articles, all about greed:

• Why greed can be "good, bad, or ugly" depending on how it's applied and why generosity could be an antidote to some of greed's negative side effects
• The benefits of resisting "lifestyle creep" driven by status-driven purchases
• Why those who have already 'won' the financial game can sometimes be lured into making bets that come with attractive upside but significant downside potential that could threaten their financial security

Enjoy the 'light' reading!

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When it comes to learning about a client, some topics can be easier for financial advisors to raise than others. For instance, while a client might be willing to open up about how they plan to spend their time in retirement, they might be more reluctant to answer questions about their health or legacy. Which can create a challenge for advisors, who may need to understand these issues to build a plan that truly reflects the client's values and circumstances.

In this guest post, Meghaan Lurtz, a leading expert on the psychology of financial planning and Professor of Practice at Kansas State University, explains why sensitive conversations matter in financial planning, how trauma-informed interviewing techniques can help advisors approach these discussions, and how advisors can use three practical tools to navigate these 'hard questions'.

When a client tenses up or talks around a sensitive question – such as, "Do you have any health concerns I should know about?" – an advisor might assume the topic is out of bounds and avoid it in the future. However, research suggests that when someone is reluctant to discuss a particular topic, it's often because they expect the conversation to be more uncomfortable than it is likely to be in reality.

With this in mind, advisors can draw on trauma-informed interviewing techniques –even when a client hasn't experienced trauma themselves – to facilitate these discussions more effectively. Key practices include being mindful of the order and pacing of questions asked (e.g., not going directly to the hardest questions), preparing for the conversation beforehand, and asking open-ended questions where possible.

One related tool for navigating hard questions is to use a "side door" approach. By starting more gently with a potentially thorny topic, advisors can ease clients into the conversation. For example, instead of asking, "How much do you want to save for your children's college education?" an advisor might ask, "When you imagine your child getting their acceptance letter, what do you picture happening next?" This can help get the client talking while surfacing unspoken assumptions about the topic. Advisors can also ask clients for permission before broaching a potentially sensitive subject, which can give clients a greater sense of control over how the conversation unfolds. (And, paradoxically, clients who are given permission to say no are far more likely to say yes!) A third approach is to sequence questions, starting with low-pressure context to understand the client's story, moving to the emotions or deeper meaning behind the topic, and only then arriving at practical decisions.

Ultimately, the key point is that advisors don't need to avoid sensitive questions in financial planning. Rather, by preparing clients, pacing conversations, asking permission, and sequencing questions from story to meaning to action, advisors can reduce defensiveness and uncover insights that lead to better plans!

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Welcome everyone! Welcome to the 488th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Joe Schmitz Jr. Joe is the founder of Peak Retirement Planning, a hybrid advisory firm based in Columbus, Ohio, that oversees $630 million in assets under management for approximately 1,000 client households.

What's unique about Joe, though, is how he has grown his firm to 40 staff members in just 4 years in part by bringing hiring in-house and creating a hiring process that screens candidates to ensure they are a good fit for the firm's values and will stay for the long haul.

In this episode, we talk in-depth about how Joe generated more than 5,000 applicants for 19 positions last year in part by taking a whole-firm approach towards attracting candidates on LinkedIn and by speaking to students at local colleges, how Joe created a tech-forward hiring process that allows his team to efficiently screen candidates while ensuring they fit the firm's growth- and service-oriented values, and how Joe established a summer internship program (with 25 to 30 interns taking part this summer) that allows the firm to attract and evaluate potential full-time hires.

We also talk about the marketing tactics Joe has used to rapidly grow his firm (including a YouTube channel, in-person events, television and radio appearances, and authoring four books, among others), how Joe focuses his content on key retirement- and tax-planning topics that are important to his ideal target clients (which include "Midwestern Millionaires" and individuals with pensions and at least $1 million in retirement savings), and why Joe hired video and graphics professionals to produce content in house (ensuring consistency in the final product and taking these responsibilities off of his plate).

And be certain to listen to the end, where Joe shares how leaning into his firm's Christian, conservative values when marketing to both prospective clients and job candidates has led to better success in finding both (as they understand up front the values the firm is coming from), how Joe has found that having a relatively young staff compared to the rest of the industry (with new hires typically coming right from college) can be supportive in attracting pre-retiree and retired clients (who can have greater confidence that their advisor will be with them throughout the rest of their lives), and why Joe thinks that finding a firm that lets new hires get their "feet wet" in terms of client-facing activity is a key for aspiring advisors who want to see their careers grow.

So, whether you're interested in learning about creating a hiring 'niche' to find good-fit job candidates, leaning into the firm's values to attract both clients and new hires, or making the decision to bring both hiring and marketing functions in-house as a firm grows, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Joe Schmitz Jr.

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Welcome to the May 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

This month's edition kicks off with the news that Morningstar is selling the client account aggregation data provider ByAllAccounts, becoming the latest AdvisorTech platform to offload a data aggregator that it acquired in the mid-2010s (following Envestnet's sale of Yodlee last year) – which yet again highlights the frustrating inability of data aggregation technology to live up to its promise of seamless real-time visibility into clients' financial lives (or to provide "big-data" business insights that justified the massive price that AdvisorTech platforms paid for them)

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including:

• The AI prospecting technology provider FINNY has launched a new AI tool, dubbed "Hunter", that aims to automate outreach and campaigns for both inbound prospecting and outbound marketing – marking an expansion from FINNY's original focus on just the outbound prospecting side of business growth (which was arguably necessary to expand its market beyond the relative handful of advisors who use outbound prospecting as a primary growth channel)
• All-in-one platform Advisor360 has announced that it is partnering with the financial planning software provider Conquest Planning to embed Conquest's software directly within its platform for one bundled subscription fee, which on the one hand gives Advisor360 users one more tool to use within Advisor360's all-in-one ecosystem, and on the other hand gives Advisor360 another rich data source to feed into its "Unified Data Fabric" for AI Agents to run on
• Wealth.com has announced a new $65 million Series B fundraising round in the wake of its recent expansion beyond "only" estate planning into tax, raising questions about whether it plans to expand further into other specialized planning categories like equity compensation or retirement income planning – or even into a full-blown financial planning (plus CRM?) platform

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including:

• The startup advisor phone and texting system provider CurrentClient has announced a $1.25 million seed funding round, showing that there is an appetite among advisors (and investors) for a unified business phone and (compliant) texting solution, whereas most previous solutions focused on either one or the other
• Several RIAs have recently announced large investments into data infrastructure and AI agents to streamline their operations and reduce overhead costs, which raises questions about how much additional efficiency can actually be achieved through AI and whether it's enough to justify the investment – especially when off-the-shelf solutions from third-party providers may be able to do the job nearly as well at a fraction of the cost?

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

*To submit a request for inclusion or updates on the Financial Advisor FinTech Solutions Map and AdvisorTech Directory, please share information on the solution at the AdvisorTech Map submission form.

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Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that as an increasing number of (investment-centric) financial advisors are adding planning services to their offerings, the value of comprehensive financial planning as a differentiator for advisory firms could continue to decline in the years ahead (particularly as artificial intelligence tools aimed at consumers could potentially offer financial recommendations to consumers as well). Which suggests that firms looking to stay ahead of the current could seek alternative ways to show how they are "different", perhaps including leaning into the personal, human element of the planning process (something AI tools might find harder to match).

Also in industry news this week:

• A survey finds that there could be a mismatch between retirees' (often high) interest in planning for the non-financial aspects of their lives and the (comparatively lower) frequency at which advisors broach these discussions
• Almost 80% of Millennials want to retire early, according to a recent survey, though they might not have the investment risk tolerance to make it happen (suggesting a valuable role for financial advisors in connecting investment returns with financial goals as well as in highlighting alternate forms of 'retirement' that might be more financially feasible)

From there, we have several articles on investment planning:

• Why taking a strategic approach to bond investments based on an investor's time horizon and cash needs could be superior to a tactical approach focused on anticipating future interest rate moves
• Returns data indicate that Treasury Inflation-Protected Securities (TIPS) funds and high-yield bond funds offered purchasing power protection during the past decade (including the recent inflationary period), while many investors in short- and long-term government bonds saw their purchasing power erode
• An analysis compares investing in "buffer" ETFs versus Treasury bills when planning for a large purchase at a defined date

We also have a number of articles on practice management:

• Why being a "legacy leader" rather than a "lone ranger" might be the key for advisory firm founders to create a firm that retains clients for the long haul and thrives beyond their personal influence
• Why firm owners might need to seek new study group peers and mentors as their businesses grow and mature
• Seven research-backed practices to help leaders build "superteams" that thrive amidst an ever-changing business environment

We wrap up with three final articles, all about happiness in the modern age:

• An exploration into why Americans have experienced a sharp drop in happiness this decade at a time when many personal economic measures have been strong
• How "third places" represent an opportunity for communities to build greater social connection and trust
• Why cutting certain office perks could save money the short run but ultimately backfire for businesses if employees see it as a signal that they're less valued

Enjoy the 'light' reading!

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Uncertainty is a core tenet of life – from markets to technology to economic realities to life decisions. As the saying goes, past performance does not guarantee future results – and people often make decisions in a shifting, unstable, unpredictable environment. This can cumulate into “change fatigue”, where there are too many uncertain and ambiguous decisions to make, and clients are exhausted from navigating them. This is challenging for both clients and advisors because no certain answer exists.

In this 189th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can lead effective conversations amid ongoing ambiguity. Advisors naturally want to be helpful and solve their clients’ problems, but this instinct can be counterproductive when the advisor jumps to solutions too early. If the client is still processing uncertainty or doesn’t fully understand their goals, then the solutions may not resonate – even if, by all appearances, the client is “asking” for a solution.

In conversations navigating ambiguity, it may be more effective to slow down. Asking questions and creating space for the clients to sound out their options can help the advisor determine what the client is ‘really’ asking. For example, does the client really want to golf all day… or do they ‘just’ want to quit their job as quickly as possible? Understanding the underlying issue behind a client’s goals is key to providing grounded, helpful advice.

Additionally, the emotional dimension of change fatigue cannot be ignored. Clients may be reacting not just to specific financial decisions, but to the realization that familiar life paths – such as homeownership timelines, career stability, or education outcomes – do not function as expected. Advisors, in turn, can be prepared to acknowledge and validate these concerns, even when they cannot resolve them with a clear-cut answer. This requires a form of leadership grounded in empathy and presence, where the goal is not to restore a false sense of certainty, but to help clients move forward with confidence despite uncertainty.

Ultimately, serving clients well in an era of constant change demands both professional and personal resilience. Advisors are navigating the same uncertainties as their clients, often while their own businesses are indirectly affected by the very changes clients fear. Sustaining the ability to show up thoughtfully in client conversations therefore depends on maintaining one’s own capacity – through rest, recovery, and deliberate practices that build resilience over time. By embracing this more human-centered, adaptive approach to advice, advisors can deepen trust, facilitate better decisions, and reinforce their value not as forecasters of the future, but as steady guides through it!

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A client whose portfolio is highly concentrated in a single large holding with sizable embedded capital gains presents a multilevel challenge for a financial advisor. On the one hand, continuing to hold the security exposes much of the client's portfolio to the risks inherent in investing in a single company. On the other hand, selling the security in order to diversify may trigger significant capital gains and incur a sizable tax bill, leaving less for the client to reinvest. And while some investors can diversify gradually over time to at least dampen the tax consequences of selling, that might not be an option for someone who is already in a high tax bracket, or whose concentrated position is so sizable that it would take several years or more to diversify their portfolio to an acceptable level.

One option that has gained prominence in recent years to solve for this challenge is the exchange fund, which combines multiple areas of the tax code to allow investors to achieve some level of diversification while deferring the recognition of capital gains. In a nutshell, an exchange fund operates as a partnership to which multiple investors contribute individual highly appreciated securities and, after a seven-year holding period, each investor can withdraw a pro rata share of the entire 'basket' of securities within the fund without recognizing capital gains. And over the past several years, as the runup in technology stocks has created concentrated stock wealth for numerous investors – such as employees of technology companies who are compensated in company stock – exchange funds have been marketed as a solution to provide instant diversification with full deferral of capital gains.

However, there are caveats relevant for advisors when evaluating whether an exchange fund might help their clients achieve their goals. For example, the seven-year holding period –which is a requirement for the exchange fund to achieve tax deferral for all its participants – creates a significant restriction for clients who may need liquidity during that time frame. Additionally, the requirement for the exchange fund to hold at least 20% of its assets in illiquid investments, typically non-traded real estate funded by debt incurred by the fund in order to avoid selling any of the contributed securities, raises questions about the risks involved in adding such a high allocation to illiquid alternative assets – especially given the cost of borrowing to invest in those assets.

Also, because the concentrated securities that many investors are trying to diversify away from are disproportionately made up of technology stocks (since those have been the top overperformers in recent years), many exchange funds are consequently concentrated in technology and other high-growth sectors. Meaning that, while the fund might be diversified enough to eliminate investors' single-company risk, investors may still be subject to a significant amount of 'single-sector' risk. That is, if they can find a fund that will take their securities, as investors who are concentrated in certain popular holdings like Apple and Amazon might face long waiting lists for exchange funds with room for them.

The key point is that strategies like exchange funds don't eliminate tax on diversifying out of concentrated holdings – they merely defer it. Unless the investor doesn't plan to use the portfolio funds during their lifetime, they'll need to pay the tax at some point. Which means that when evaluating an exchange fund, advisors can ask whether it's worth taking on the additional risk – both in terms of illiquidity and the risks of the investments within the exchange fund itself –just to delay a tax bill that will eventually come anyway, or whether it's better to sell and take the tax hit now rather than risk even greater losses if the portfolio is misaligned with the client's needs?

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Welcome everyone! Welcome to the 487th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Lori Atwood. Lori is the founder of Fearless Finance, an RIA based in Washington, DC, that has served almost 3,000 client households over the past three years on an advice-only, predominantly hourly fee basis.

What's unique about Lori, though, is how she built an internal planning software platform to meet the needs of her ideal target client alongside a team of advisors ingrained in her firm’s culture and planning processes to profitably and efficiently serve new and existing clients.

In this episode, we talk in-depth about how Lori decided to pursue an advice-only, hourly model to be able to serve working-age clients facing major life decisions (for example, the financial implications of taking a new job in a different city) as well as ‘traditional’ financial planning clients with more assets (who might want to confirm that they’re on track for retirement), how Lori decided to create a "hub-and-spoke" model for her firm with advisors who are tied into the firm’s culture as well as its systems in order to create a stronger brand, and how Lori decided to build her own financial planning software platform (with the support of external developers) to allow her advisors to efficiently zero in on the planning issues most important to their clients.

We also talk about how Lori spends approximately 18% of her revenue on client acquisition, resulting in 400 new clients last year with a 64% close rate, how Lori’s marketing spend might be relatively high amongst advisory firms in terms of percentage of revenue, her per-client acquisition cost is much lower than the industry average given the number of clients she onboards each year, and how Lori markets in part by sponsoring podcasts that put her firm in front of listeners undergoing life changes (and therefore might be ready to meet with a financial planner).

And be certain to listen to the end, where Lori shares how she finds that many clients who might otherwise find financial information using AI tools come to her for "confirmation, not information" on their financial situations, how Lori finds that being transparent about her pricing on her website (and communicating that clients should expect increases to the hourly fee every two years) has resonated well with prospects and ongoing clients alike, and how Lori has ultimately found it gratifying to be the first call her clients make when they face an unexpected financial situation and to be able to provide them with meaningful solutions that keep them on the right track financially.

So, whether you’re interested in learning about how Lori built an advice-only, hourly financial planning firm that has served nearly 3,000 client households in just three years, how how her hub-and-spoke advisor structure helps maintain culture and consistency, and why Lori built her own internal financial planning software to improve efficiency and client outcomes, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Lori Atwood.

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