Patrick Tucker
Founder of True Measure Wealth Management, an independent RIA managing roughly $150M for about 89 client families, with a background in corporate finance and operations from UPS and experience building intentionally designed advisory firms.
Best podcasts with Patrick Tucker
Ranked by the Snipd community
Mar 31, 2020 • 1h 56min
Ep 170: Eschewing The Industry's 'Growth Imperative' And Crafting Your Advisory Business With Intention Instead with Patrick Tucker
Patrick Tucker, founder of True Measure Wealth Management who runs an intentionally sized RIA managing ~$150M, explains resisting industry growth pressure. He discusses designing a firm around life goals, splitting fees with fixed planning tiers, using corporate ops to track per-client economics, keeping a lean core team with contractors, and firing misfit clients to protect culture.
