How to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFP

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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4M ago 19:41

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On this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors.

As a fee-only certified financial planner, Michelle specializes in serving physicians, dentists, and high-income families with comprehensive planning. Listeners can expect discussions on workflow, process, tech stack, AI, and more as Michelle delves into her journey from a 15-year partnership to launching her own firm.

The listener will learn about Michelle Neiswender's journey in the wealth management industry, including her transition to launching her own firm, utilizing workflow, process, tech stack, and AI in her business.

As well as, decision-making process behind launching a new firm, importance of compliance, transition to niche clientele, virtual financial planning, client acquisition strategies, developing workflow project management, personalizing financial planning, managing meetings effectively, running weekly staff meetings, incorporating AI into tech stack, and maximizing returns for accounting firms and CPAs.

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