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Between Now and Success

We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
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Now displaying: Page 1
May 11, 2015

Elliot Weissbluth started $30 Billion RIA firm HighTower by asking, "If we had a blank piece of paper and a blank slate and I started with my mom as the client, what would she expect from a thoughtful financial advisor?" Working backward from that premise, he built the firm into a powerhouse. In this episode, we discuss: How he raised $65 million in institutional money before even having his first client. Why he fires himself each year. The one metric all RIAs should track. The two things their advisor do (and don't do) to grow organically at double the industry rate. The three keys to building a thriving RIA in the years ahead. Who will be disrupted by robo technology. As a founder and excellent business leader, Elliot is well worth listening to. 

 

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