Steve Kampschmidt
Founder of Freedom Found Financial and former Merrill Lynch advisor who transitioned to an independent RIA; discusses practice building, breakaway protocol, and fee model choices.
Best podcasts with Steve Kampschmidt
Ranked by the Snipd community
Feb 25, 2020 • 1h 39min
Ep 165: Navigating Broker Protocol When The Firm You Start With Isn't The One You Want To Stick With - with Steve Kampschmidt
Steve Kampschmidt, founder of Freedom Found Financial and former Merrill Lynch advisor who went independent. He discusses navigating broker protocol when leaving a big firm. He explains cold-calling to build a book, researching breakaway logistics, choosing custodian and tech, and shifting to fee-for-service tiers and planning memberships.
