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Ep 093: Building A High-Income Lifestyle Practice Efficiently By Running It Like A Real Business with Sunit Bhalla
Financial Advisor Success
English - October 09, 2018 11:00 - 1 hour - 79.8 MB - ★★★★★ - 653 ratingsBusiness News News Business Investing investing business finance money entrepreneurship marketing earlyretirement realestate budgets financialindependence Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
My guest today has one of the most fascinating practices and niches in the advisor space. Sunit Bhalla is the founder of Oak Tree Financial Planning, a solo advisory firm that oversees more than $40 million in assets under management in a hyper-targeted niche of engineers. A former engineer himself, Sunit has been able to build nearly $300,000 in revenue—with an 85% profit margin—by working with just 17 affluent clients.
In this episode, he shares how he built his highly efficient solo practice with a relentless focus on staying focused. Listen in to hear about his unique financial planning process, why he offers all his prospective clients just one comprehensive financial planning and investment management service, and what he says all advisors should focus on in order to maintain a healthy work-life balance.
For show notes and more visit: https://www.kitces.com/93
My guest today has one of the most fascinating practices and niches in the advisor space. Sunit Bhalla is the founder of Oak Tree Financial Planning, a solo advisory firm that oversees more than $40 million in assets under management in a hyper-targeted niche of engineers. A former engineer himself, Sunit has been able to build nearly $300,000 in revenue—with an 85% profit margin—by working with just 17 affluent clients.
In this episode, he shares how he built his highly efficient solo practice with a relentless focus on staying focused. Listen in to hear about his unique financial planning process, why he offers all his prospective clients just one comprehensive financial planning and investment management service, and what he says all advisors should focus on in order to maintain a healthy work-life balance.
For show notes and more visit: https://www.kitces.com/93