Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
400: Inside the Client Service Model of a $415M AUM Practice
What does it actually look like to build a fast-growing advisory firm without sacrificing the depth of your client relationships?
In this episode, I’m sitting down with financial advisor Emily Rassam to take a behind-the-scenes look at the client experience, workflows, and team structure she’s used to build a thriving practice serving approximately 270 families. We dig into how behavioral finance shapes everything from prospect conversations to financial plans, why every meeting in her firm has a defined purpose and process, and how her team delivers a highly personalized experience without…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.