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Ep 271: Right-Sizing Your Client Base To Operate As An Intentional High-Margin Solopreneur with Cady North
Financial Advisor Success
English - March 08, 2022 12:00 - 1 hour - 124 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
Cady North is the founder of North Financial Advisors, a boutique fee-only financial planning firm that focuses on serving female business owners. Based out of San Diego and Washington, North Financial oversees more than $24-million in assets for 30 households, and purposefully maintains a limited number of clients to create high income without the risk of burnout.
Listen in as Cady shares why she built a firm around helping a younger clientele of female entrepreneurs, how she helps them balance their money goals and use their capital in the best way possible, and why she intentionally downsized to focus on quality over quantity when it comes to her clients. We also discuss how she has been able to maintain a solo advisor practice by systematizing and automating processes, why she took a 6-month sabbatical to examine what was truly important for her, and why she let go of the to-do lists to focus on feeling fulfilled both mentally and financially.
For show notes and more visit: https://www.kitces.com/271