
Freeman Linde
Cofounder of La Crosse Financial Planning, overseeing nearly $50 million in assets under management for 73 clients.
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Jun 4, 2024 • 1h 29min
Ep 388: Transitioning To Independent RIA With Only $7M Of AUM To Turbocharge Growth With Website Local SEO with Freeman Linde
Freeman Linde, cofounder of La Crosse Financial Planning, discusses launching his RIA with $7M AUM, utilizing local SEO for rapid growth, and offering lower client costs. Topics include transitioning to independent RIA, strategic client-conversion approach, local SEO acceleration, and expanding service offerings for recurring revenue.