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Ep 487: Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently with Lori Atwood artwork
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Ep 487: Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently with Lori Atwood

Financial Advisor Success by Michael Kitces

Apr 28, 202601:30:13Business

Growing a client base from the hundreds into the thousands requires both tech and talent. Today's guest discusses how she's done both in order to serve more than 3,000 advice-only clients over the past three years. Lori...

About This Episode

Ep 487: Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently with Lori Atwood is an episode from Financial Advisor Success by Michael Kitces. Growing a client base from the hundreds into the thousands requires...

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Published Apr 28, 2026, 01:30:13 long, audio available.

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