Brochure & Profile
Our Brochure:
GDE Error: Error retrieving file - if necessary turn off error checking (404:Not Found)
Example Profile:
GDE Error: Error retrieving file - if necessary turn off error checking (404:Not Found)
Our mission…
Related Links
Recent Posts
Financial Advisor Success
- Ep 512: Winning Clients And Moving 'Upmarket' By Being Confident In Telling Your Value Story with Chris Smith October 20, 2026A discovery meeting can either feel like a sales conversation or the beginning of a relationship where a prospect feels genuinely understood. Today's guest believes the difference comes down to how advisors lead the conversation, listen to what prospects are actually saying, and guide them towards the next step. Chris Smith is the founder of PSBLTY, […]Michael Kitces
- Ep 511: Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with Ashlee deSteiger October 13, 2026What if growing your financial planning firm didn't have to mean giving up the lifestyle you worked so hard to create? For today's guest, building a successful advisory firm has meant finding ways to grow while protecting her time, energy, and freedom. Ashlee deSteiger is co-owner of Gunder Wealth Management, an RIA based in Birmingham, Michigan, that oversees […]Michael Kitces
