Ep 511: Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with Ashlee deSteiger

What if growing your financial planning firm didn't have to mean giving up the lifestyle you worked so hard to create? For today's guest, building a successful advisory firm has meant finding ways to grow while protecting her time, energy, and freedom.

Ashlee deSteiger is co-owner of Gunder Wealth Management, an RIA based in Birmingham, Michigan, that oversees approximately $150 million in assets under management for 100 client households. In this episode, Ashlee shares the practical decisions that have helped her create a business that works around her life rather than asking her life to revolve around the business. Listen in to hear how she freed up time for higher-value work, including by working with a virtual assistant, what helps her stay top-of-mind with potential clients, and how she's managed client headcount over time.

For show notes and more visit: https://www.kitces.com/511