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Home > Financial Advisor Success > Ep 055: Separating Management From Ownership On The Path To $10B of AUM with Tim Kochis
Podcast: Financial Advisor Success
Episode:

Ep 055: Separating Management From Ownership On The Path To $10B of AUM with Tim Kochis
Category: Business
Duration: 01:50:39
Publish Date: 2018-01-16 06:00:00
Description:

Today’s guest is Tim Kochis, the co-founder of Aspiriant, one of the first independent RIA’s to have reached $1 billion of assets under management in the early 2000s. Today the company is one of the industry’s few independent RIA’s focused on comprehensive wealth management to have reached a whopping $10 billion AUM threshold.

In this episode, Tim shares how he was able to grow the company so quickly to become one of the leading RIA’s with a niche focus on working with corporate executives, as well as how he attracted and retained top-notch talent to manage that growth. Listen in to learn how he differentiated his firm and gained credibility even without having a big corporate name on his business card, the insights he has gleaned over the years, and more.

For show notes and more visit: https://www.kitces.com/55
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