Author: Michael Kitces
Source
Welcome everyone! Welcome to the 356th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Sarah-Catherine Gutierrez. Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. What’s unique about Sarah-Catherine, though,Read More…
The post #FA Success Ep 356: Scaling To (Nearly) $2M Of Revenue As A Flat-Fee, Advice-Only Firm, With Sarah-Catherine Gutierrez first appeared on Kitces.com.