Portfolio Management - How Does It Work?

John Hagensen is the founder of Keystone Wealth Partners, an independent RIA based out of Arizona and North Dakota that oversees $650 million of assets under management for 1000 households. John is one of the first non-lawyer financial advisors in the nation who built, owns, and operates a law firm which he then leverages with his own tax firm to create an entirely one-stop shop for affluent clients.

Listen in as John shares how he grew his firm to nearly 1,000 clients in a decade by leveraging his one-stop shop approach to gain more referrals from his affluent clients, as well as how he uses what some would consider “old school” marketing techniques to grow his reach and authority. We also talk about the mindset shift that happened as John’s firm scaled, why he firmly believes that the key to happiness and success is helping to uplift those around us, and how a trip to Ethiopia changed his perspective on his purpose in life and the impact his money can have.

For show notes and more visit: https://www.kitces.com/276