Ep 137: The Evolution Of How Financial Advisors Solve Client Problems Across Industry Channels with Lou Tranquilli
Get every episode summarized
Each time Financial Advisor Success publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
About this episode
Lou Tranquilli is the founder of Tranquilli Financial Advisor, an independent full-service financial firm that oversees $100 million in assets under management for 110 clients. Now focused on a niche that has helped triple his firm in under four years, Lou joins the show to discuss how his advisory firm has evolved over more than two and a half decades in business.
Listen in as he explains how he is transitioning into the independent RIA channel after having started out as a traditional life insurance sales agent, as well as how he has structured his firm. You'll get valuable tips for growing your business, hiring the right people, and more.
For show notes and more visit: https://www.kitces.com/137
Get every episode summarized
Each time Financial Advisor Success publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Financial Advisor Success
Ep 506: Building A 'Killer' Scorecard To Track Key Weekly Metrics On The Path To...
Financial Advisor Success
Ep 505: Using A "Pillow Test" To Make The Hard Business Decisions On The Way To...
Financial Advisor Success
Ep 504: Taking Your Growth To The Next Level By Building An Authentic Personal B...
Financial Advisor Success
Ep 503: Organically Growing To $800M AUM In Less Than A Decade By Investing In E...
Financial Advisor Success