Explore "newadvisors" with insightful episodes like "Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116" and "Ep 322: Developing New Advisors To Grow Their Books Of Business With A (Supported) Focus On Activity With Kent Skornia" from podcasts like ""Kitces and Carl - Real Talk for Real Financial Advisors" and "Financial Advisor Success"" and more!
In our 116th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to feel (or help other advisors feel) more confident talking to clients.
For full show notes, see kitces.com and thesocietyofadvice.com.
Kent Skornia is the Founder of Krilogy, an independent RIA based out of St. Louis that oversees nearly $2 billion in assets under management for 1,800 client households. Having created an internal training system at Krilogy that focuses on mentorship and education, Kent joins the show today to share his insights into recruiting and developing advisors in the financial planning industry.
Listen in as he discusses his creation of the Krilogy Advisor Development System (KADS) as a proprietary training system for newer advisors to gain deeper knowledge in financial planning and grow their own book of business. You'll learn why the firm offers liquidity options for senior advisors to sell their book of business to Krilogy while still serving as an advisor, why Kent focused on building a values-based approach in the firm, and why he believes that new advisors should interview other newer advisors at their prospective firms to ensure a good fit.
For show notes and more visit: https://www.kitces.com/322
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