Ep 130: From Cold-Calling To Cold-Knocking And Growing An Advisory Firm Through Two Maternity Leaves with Ashley Micciche

Financial Advisor Success

English - June 25, 2019 11:00 - 1 hour - 85 MB - ★★★★★ - 653 ratings
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Previous Episode: Ep 129: Building The Lifestyle Practice Of Your Dreams By Selling Your Firm And Starting Over with Donna Skeels Cygan

Next Episode: Ep 131: The (Nearly) $1B Solo Advisor: Scaling Up Client Focus By Outsourcing Everything Else with Dan Goldie

Ashley Micciche is the CEO of True North Retirement Advisors, a firm she founded with her father. Today she joins the show to discuss how she achieved work-life satisfaction while growing a business and starting a family. Ashley will delve deep into the arrangement she made with her father to be the backup advisor for her clients and how she communicated the news to her clients that she was going to take time off for maternity leave.

Listen in to learn how Ashley built her career in the early years, going from cold-calling to cold-knocking to build up a client base, as well as how she opened up the conversation with small business owners to quickly get their interest for a follow-up meeting. If you are looking to start a family while running a business or start a new firm (or both), this is the episode for you.

For show notes and more visit: https://www.kitces.com/130