Ep 127: Creating A Stewardship Report To Show Your Ongoing Value To [401(k) Or Other] Clients with Jania Stout

Jania Stout is the Managing Director and Co-Founder of Fiduciary Plan Advisors at HighTower Advisors, an advisory firm that is focused on 401(k) planning. Her team is responsible for nearly $4 billion in assets across almost 120 businesses. In this episode, we discuss how Jania was able to rapidly grow her business entirely from scratch over the past 5 years, as well as how she built her own personal brand and reputation as a trusted fiduciary advisor.

Listen in to hear Jania share what it takes to service and support mid to large size 401(k) plans and detail the fee structure for her business. You’ll learn why she built and automated a report in her CRM that shows her clients all of the behind-the-scenes work that the firm does on their behalf, how she used LinkedIn to help her business grow, and the challenges she faced when going independent.

For show notes and more visit: https://www.kitces.com/127