Redefining Success: Beyond Profits to Personal Fulfillment

After growing her AUM by $30 million in just two years, Misty Lynch has become a go-to financial planning expert for small business owners and families within her community. This is thanks in part to her reputation inside local Facebook groups frequented by her ideal target client, where she rarely promotes herself but is frequently recommended.

Misty is the owner of Sound View Financial Advisors, an RIA based in Massachusetts that manages $46 million for approximately 100 households. In this episode, Misty shares how her early content creation efforts (including a blog and a podcast) laid the groundwork for greater visibility and referrals, as well as how purchasing a retiring advisor’s practice helped her jump-start firm ownership. You'll hear how she raised legacy client fees while implementing a scalable service model, how leveraging life coaching techniques has deepened her client relationships, and more.

For show notes and more visit: https://www.kitces.com/446