Jude’s firm Upperline Financial has a unique fee structure that allows them to help clients and families of varying net worth while providing a holistic, vision-driven financial plan.
In this episode, Jude talks about how he carefully considered the decision to open his own RIA, and how he timed the transition to be able to spend more time with his family and also grow the business at a slower but more sustainable rate.
Be sure to listen to the end, where Jude talks about his upcoming merger with The Planning Center and why he’s excited about the future of the business. By merging with another firm, Jude will maintain ownership of Upperline, yet be able to focus his energy on the parts of the business he loves - working with clients - and delegate those that he isn’t as good at and doesn’t enjoy.
Get the full show notes and transcript for this episode at: www.kitces.com/22
Financial Advisor Success