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Andrew Leonard

Founder of Geometric Wealth Advisors, an independent RIA specializing in serving partners at top-tier strategy consulting firms. Focuses on financial planning, portfolio management, and tax services for high-earning professionals.

Best podcasts with Andrew Leonard

Ranked by the Snipd community
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13 snips
Apr 21, 2020 • 1h 48min

Ep 173: Growing To $250M In 5 Years By Crafting A More Specialized Client Experience with Andrew Leonard

Andrew Leonard, founder of Geometric Wealth Advisors, specializes in financial planning for top-tier management consultants. He shares how a single white paper propelled his firm to gain nearly $200 million in net new assets in five years. Andrew discusses the benefits of customizing financial experiences and the emotional challenges of working with analytical clients. He highlights the importance of niche strategies in cash flow planning, tax services, and the role of technology in enhancing client relationships.
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Apr 9, 2024 • 1h 45min

Ep 380: Expanding Capacity For $500M Of Organic AUM Growth In Just 4 Years By Increasing The Density Of Team Talent with Andrew Leonard

Andrew Leonard, Managing Partner of Geometric Wealth Advisors, talks about how his firm tripled AUM in 4 years by focusing on team talent density, hiring, and training. He discusses the challenges of growing assets under management, integrating tax services, and maintaining a high-touch client experience. The podcast also explores remote team management, specialization, and navigating the 'dangerous middle' phase of firm expansion.