78 min listen
Ep 187: Adopting Alternative Fee Models To Expand Your Clientele And Change The Complexion Of Wealth with Emlen Miles-Mattingly
Ep 187: Adopting Alternative Fee Models To Expand Your Clientele And Change The Complexion Of Wealth with Emlen Miles-Mattingly
ratings:
Length:
102 minutes
Released:
Jul 28, 2020
Format:
Podcast episode
Description
Emlen Miles-Mattingly is the founder of Gen Next Wealth, an independent RIA based in Madera, California that provides wealth management for 70 client households. Emlen’s goal is to change the complexion of wealth, and he does this by focusing his advisory firm on working with underserved communities of color and moving toward a subscription model instead of traditional assets under management. Listen in to find out how Emlen structures his monthly subscription business model, as well as how he developed different tiers that all provide a baseline of advice but vary in implementation support. We also discuss how the change in business model is accelerating his growth path, the key question he asks at the beginning of every introductory meeting with clients, the real-world challenges he faces as an advisor of color serving communities of color, and so much more. For show notes and more visit: https://www.kitces.com/187
Released:
Jul 28, 2020
Format:
Podcast episode
Titles in the series (100)
Ep 006: Improving Gender Diversity in the Financial Services Industry with Eleanor Blayney: Advisors at all stages in their career will learn a tremendous amount for the successful career of Eleanor Blayney. by Financial Advisor Success