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Eric Franklin

Managing Partner of Prospero Wealth, an RIA based out of Seattle. Grew his firm's assets under management to $50 million in three years by targeting tech employees and adapting his planning process.

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Dec 3, 2024 • 1h 30min

Ep 414: Narrowing Down The Focus To Byte-Sized Planning For Tech Employees To 10X To $50M AUM In Just 3 Years with Eric Franklin

Eric Franklin, Managing Partner of Prospero Wealth in Seattle, shares his journey of accelerating AUM to $50 million by honing in on tech employees' unique needs. He discusses his innovative approach to financial planning, breaking it into manageable segments for busy clients. Technology plays a key role, enhancing communication through tools like Right Capital and personalized video updates. Franklin emphasizes the importance of goal-setting, tailored advice for tech-specific concerns, and cultivating a niche market to drive growth.