Tim Bickmore
Co-founder and Director of Financial Planning at LBW Wealth Management, an independent RIA overseeing over $50 million in assets; focuses on expanding planning-centered advisory services and firm growth strategy.
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Feb 4, 2020 • 1h 52min
Ep 162: Efficiently Expanding In-Depth Financial Planning Services To Move Beyond The AUM-Only Model with Tim Bickmore
Tim Bickmore, co-founder and director of financial planning at LBW Wealth Management, discusses evolving an advisory firm past AUM-only models. He covers switching to subscription-based planning, pricing and onboarding changes, a cash-flow centered planning process, time-tracking and unit economics, and the shift to agile, project-based financial planning.
