 |
Financial Advisor SuccessAuthor: Michael Kitces
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerds Eye View at www.Kitces.com. Language: en Genres: Business, Business News, Entrepreneurship, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Ep 453: Improving Efficiency By Turning Client Meetings Into Working Sessions So There Is Less Follow-Up To Manage with Becky Walsh
Episode 453
Tuesday, 2 September, 2025
Delivering financial planning efficiently doesn’t have to mean compromising on depth or personalization. This episode explores how a “working session” model can streamline the client experience, reduce prep and follow-up time, and still create space for thoughtful, relationship-driven planning. Becky Walsh is the founder of Oak Maple Finance, an RIA based in Burlington, Vermont, that oversees approximately $80 million in AUM for 75 client households. Listen in as Becky shares how she structures her onboarding into a six-month planning sprint with four real-time working sessions, drastically reducing the hours spent outside of client meetings. We discuss how this approach helps her serve Earners Wanting Advice Now (EWAN) clients with a flat complexity-based fee while maintaining a personalized experience. Becky also explains how she uses software tools like Elements and Money Quotient to assess a client’s financial picture and mindset, how she tailors service tiers after the initial planning "sprint" to match ongoing client needs, and why the support of a trusted peer study group has been a powerful driver in her own professional growth. For show notes and more visit: https://www.kitces.com/453
