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Ep 045: Compensating Employees For Profits Instead Of Revenue So They Understand The Advisory Business with Rebecca Pomering

Ep 045: Compensating Employees For Profits Instead Of Revenue So They Understand The Advisory Business with Rebecca Pomering

FromFinancial Advisor Success


Ep 045: Compensating Employees For Profits Instead Of Revenue So They Understand The Advisory Business with Rebecca Pomering

FromFinancial Advisor Success

ratings:
Length:
109 minutes
Released:
Nov 7, 2017
Format:
Podcast episode

Description

Today’s guest is Rebecca Pomering, the Chief Practice Officer of Moss Adams, a mega accounting firm with more than $600 million in revenue and 2,800 employees, as well as a wealth management division with more than $2.1 billion in assets under management. After starting in the financial advisor consulting division at the age of 23, Rebecca took over the firm’s wealth advisors by the time she turned 30—right before the 2008 financial crisis—and has since nearly tripled the size of the firm. Rebecca’s fascinating personal career spans consulting, leadership, and executive roles, and today you’ll hear the lessons she learned along the way. Listen in to hear how she managed to grow a wealth management firm within an established accounting firm, changes she had to make to keep Moss Adams on track during the market crash, her advice for young advisors, and so much more. For show notes and more visit: https://www.kitces.com/45 
Released:
Nov 7, 2017
Format:
Podcast episode

Titles in the series (100)

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.