Prior to the COVID-19 pandemic, Kurt’s main way of establishing himself in the local community was by participating in a lot of in-person networking events, but that came to an end for everyone in the beginning of 2019.
In this episode Olivia and Kurt discuss the best path for someone who is considering a career as an independent RIA. Is the independent model for you?
Kurt explains how the financial planning industry generally is not very good at training, his criteria for his ideal clients, how to be consistent in your messaging, how to work with your compliance office, and his philosophy “You’re either all in or you’re all out”.
Learn more about Kurt at: https://apollonwealthmanagement.com/
Learn more about Olivia and her firm Lexicon Content Marketing: https://lexiconcontentdevelopment.com/
Follow Lexicon Content Marketing on Instagram: https://www.instagram.com/lexiconcontentdevelopment/
