Griffin Kirsch, owner of GK Wealth Management, shares how he rapidly built a $200 million AUM firm in five years, all while maintaining a 70% profit margin. He discusses his unique approach to high-touch financial planning for business owners and real estate investors, focusing on hard-dollar value and tax strategies, which foster deep client trust. Griffin explains how proactive outreach during the pandemic fueled growth, the importance of CPA partnerships for referrals, and his model of client segmentation by complexity rather than assets. He also emphasizes empowering junior advisors for sustainable growth.
