Ep 170: Eschewing The Industry's 'Growth Imperative' And Crafting Your Advisory Business With Intention Instead with Patrick Tucker
Patrick Tucker is the founder of True Measure Wealth Management, an independent RIA that oversees nearly $150 million in AUM for 89 client families. Patrick has a background in business operations and financial management from having started his career with UPS and has managed to transfer those business skills to managing his own advisory firm. Today he joins the show to discuss how he built his intentionally-designed advisory firm by overcoming the growth imperative pressure that the industry tends to put on us all.
Listen in as we discuss why Patrick splits his advisory fee structure to accommodate his different groups of clients, as well as the key business metrics he focuses on to ensure he is spending his time and business resources properly. You'll learn what it takes to triple your business in the first two years, why Patrick keeps his internal team lean by using contractors, and more.
For show notes and more visit: https://www.kitces.com/170
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Patrick Tucker is the founder of True Measure Wealth Management, an independent RIA that oversees nearly $150 million in AUM for 89 client families. Patrick has a background in business operations and financial management from having started his career with UPS and has managed to transfer those business skills to managing his own advisory firm. Today he joins the show to discuss how he built his intentionally-designed advisory firm by overcoming the growth imperative pressure that the industry tends to put on us all.
Listen in as we discuss why Patrick splits his advisory fee structure to accommodate his different groups of clients, as well as the key business metrics he focuses on to ensure he is spending his time and business resources properly. You'll learn what it takes to triple your business in the first two years, why Patrick keeps his internal team lean by using contractors, and more.
For show notes and more visit: https://www.kitces.com/170
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