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Ep 319: Competing For Big Clients As A Small Boutique With A Focus On Task Management With Jim Niedzinski

Financial Advisor Success

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Introduction

Michael Kitzis: Today's episode of the Financial Advisor Success Podcast is with Jim Nidsinski, co-founder of Motive Wealth Advisors. Jim and his partner have successfully built a small boutique firm that effectively competes with big wire houses to attract and retain very high net worth families. We talk in depth about how they differentiate themselves from big firms by trying to maximize how many of their financial planning recommendations actually get implemented by clients. Why Jim believes younger newer advisors making decisions about where to work should focus on finding a firm based on the character and quality of people they work with rather than just a fancy website.

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