Ep 294: Developing COI Referrals With Attorneys From An Attorney-Turned-Advisor with Neel Shah
Neel Shah is the Founder of Shah Total Planning, which is a combination of an independent RIA and a law firm based out of New Jersey that oversees $57 million in assets under management for 50 households. Neel himself is an estate planning attorney turned financial advisor who offers a one-stop shop for advice while outsourcing his investments, leveraging his background as an attorney to generate referrals from centers of influence to help scale his growth.
Listen in as Neel shares how he transitioned from attorney to financial advisor, as well as why he went down the path of financial advice to develop deeper relationships with his clients. You'll hear why he views himself not as a career-changer, but as a career-adder, and how he has learned to get comfortable with the realities of building and scaling a business by aiming to make each year better than the last.
For show notes and more visit: https://www.kitces.com/294
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Neel Shah is the Founder of Shah Total Planning, which is a combination of an independent RIA and a law firm based out of New Jersey that oversees $57 million in assets under management for 50 households. Neel himself is an estate planning attorney turned financial advisor who offers a one-stop shop for advice while outsourcing his investments, leveraging his background as an attorney to generate referrals from centers of influence to help scale his growth.
Listen in as Neel shares how he transitioned from attorney to financial advisor, as well as why he went down the path of financial advice to develop deeper relationships with his clients. You'll hear why he views himself not as a career-changer, but as a career-adder, and how he has learned to get comfortable with the realities of building and scaling a business by aiming to make each year better than the last.
For show notes and more visit: https://www.kitces.com/294
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