400: Inside the Client Service Model of a $415M AUM Practice

What does it actually look like to build a fast-growing advisory firm without sacrificing the depth of your client relationships? In this episode, I’m sitting down with financial advisor Emily Rassam to take a behind-the-scenes look at the client experience, workflows, and team structure she’s used to build a thriving practice serving approximately 270 families. We dig into how behavioral finance shapes everything from prospect conversations to financial plans, why every meeting in her ...