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	Podcast:		Financial Advisor Success
	Episode:		Ep 223: Finding Success In Succession By Building Towards The Successor's Vision with Marianela Collado
	Category:		News & Politics
	Duration:		01:30:01
	Publish Date:		2021-04-06 11:00:00
	Description:		Marianela Collado is the CEO and majority shareholder of Tobias Financial Advisors, an independent RIA based in Florida that manages over $500 million in AUM for 257 clients. Marianela navigated an accelerated succession plan laid out by the founder of Tobias Financial, and has successfully grown the firm from a one-person operation to a staff of sixteen with an eye towards a subsequent succession plan. Listen in as Marianela explains why she decided to keep the name Tobias Financial Advisors and how she has created such a great client experience that many clients are eager to refer others to the firm. She also shares how they have built a diverse team of advisors and a support staff that has earned them industry recognition, as well as why a succession plan was essential to making sure the client transition was a smooth and positive experience. For show notes and more visit: https://www.kitces.com/223
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