Search

Home > Financial Advisor Success > Ep 255: Using An Advice-Only Approach To Quickly Grow With DIY Validators with Cody Garrett
Podcast: Financial Advisor Success
Episode:

Ep 255: Using An Advice-Only Approach To Quickly Grow With DIY Validators with Cody Garrett

Category: News & Politics
Duration: 01:40:39
Publish Date: 2021-11-16 12:00:00
Description:

Cody Garrett is the founder of Measure Twice Financial, an independent RIA based out of Houston which has managed to grow to nearly $150,000 per year in annualized financial planning fees in just over six months. Cody uses an “advice-only” financial planning model that has quickly attracted a waiting list of clients who want to do it themselves, but not necessarily learn it themselves.

In this episode, Cody shares why he launched with the advice-only model, where clients don’t have the option to have their investments managed by the firm, but do get personalized education that they can use to manage their own finances. Listen in to learn how this model has allowed Cody to build a practice that supports his own personal lifestyle and work no more than ten hours per week, as well as how he has generated a steady stream of clients and kept the business lean so he can take home more than 90% of his gross revenue after business expenses.

For show notes and more visit: https://www.kitces.com/255

Total Play: 0

Some more Podcasts by Michael Kitces

500+ Episodes
Financial Ad .. 10+     6