Sarah-Catherine Gutierrez
Founder of Aptus Financial, a fee-only financial planning firm based out of Arkansas that is nearing $2 million in revenue for 480 client households.
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Oct 24, 2023 • 1h 30min
Ep 356: Scaling To (Nearly) $2M Of Revenue As A Flat-Fee, Advice-Only Firm, With Sarah-Catherine Gutierrez
Sarah-Catherine Gutierrez, founder of Aptus Financial, shares her successful approach to building a flat-fee, advice-only firm. Topics include sustainable marketing systems, transparent fee structure, efficient onboarding process, tailored cashflow strategies, and unique marketing approach.
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