Eric Simonson
Founder & CEO of Abundo Wealth, revolutionized the financial planning landscape with his 'advice-only' RIA model, overseeing $600M in assets for 420 client households.
Best podcasts with Eric Simonson
Ranked by the Snipd community
29 snips
Mar 12, 2024 • 1h 33min
Ep 376: Accelerating Growth To 30 Clients/Month With Affordable Advice(-Only) Services Where Clients Can Keep Control with Eric Simonson
Discover how Abundo Wealth revolutionized financial planning, empowering clients to take control while generating 30 new clients monthly. Eric shares strategies for workload balance, fee structure evolution, and client expectations. Explore the pivotal role of referrals, social media marketing, and the firm's commitment to vision. Learn about empowering clients through technology tools, team scalability, client retention rates, price adjustments, and growth strategies in the financial advisory business.
Feb 6, 2024 • 53min
Evolving a Financial Planning Firm to Better Serve Clients with Eric Simonson
Eric Simonson shares his journey of starting and growing his financial planning firm swiftly. He discusses using technology to scale and keep costs low, maximizing credit card rewards for clients, and providing affordable financial planning services. The podcast also covers topics like client referrals, subscription models, legacy letters, strategic growth, and leveraging credit card points for client success.
