<p>Laura LaTourette is the founder of Family Wealth Management Group, a hybrid advisory firm that oversees $45 million of assets under management for 86 client households. Today Laura joins the show to share how she has built her firm to work primarily with the LGBTQ community and how she found the right time to come out to her broker-dealer.  Listen in as we discuss her financial planning process, which includes four planning meetings with every new client. You’ll learn how she refined her website and her data gathering form to speak to her niche, why she recently hired a CEO for her firm, and more.</p> <p>For show notes and more visit: <a href= "https://www.kitces.com/148">https://www.kitces.com/148</a> </p>

Ep 149: Managing Capacity And Ensuring Continuity For Clients By Selling Without Retiring with Susan John

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 Nerd’s Eye View at www.Kitces.com.