Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner,

speaker and consultant Michael Kitsis to hear stories of how leading financial advisors

navigated the inevitable challenges that arise on the path to success and get insight from leading

industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 131st episode of the Financial Advisor Success Podcast. My guest in today's podcast is

Dan Goldie. Dan is the former president of Dan Goldie Financial Services,

an independent RIA based in the San Francisco area that oversees nearly 900 million of assets

under management for 275 affluent clients. What's unique about Dan, though, is that he built

his firm up to nearly a billion of assets under management management entirely as a solo advisor without even a

single full-time administrative staff member, relying instead on an external tamp to provide all

of his back office support so that he can fully and solely focus on serving his clients and

building his practice. In this episode, we talk about the way that Dan is structured his advisory business.

What exactly he does for his 275 clients up front and on an ongoing basis as a solo advisor,

his approach of customizing everything he does to the needs of the client,

and why Dan has been able to be so successful and productive,

even without systematizing what he does for clients,

because he customizes in a way that not only does more for clients who need more, but also saves

time by doing less for clients who want and need less. We also talk about how Dan built his business,

primarily through referrals after an initial stint in seminar marketing,

the way he's been able to continuously keep time available to continue marketing and meeting

with prospects with his relentless focus on improving his own personal efficiency and productivity.

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