Joe Pitzl on the future of financial advisor career paths

Welcome to the 258th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Joseph Pitzl. Joe is the founder of Pitzl Financial, an independent Minneapolis-area RIA that oversees nearly $270 million in assets for nearly 270 client households.

What is unique about Joe, however, is his unique next-generation career path in the consulting industry, which started as an associate planner at a large consulting firm because he was afraid of taking on a sales post. And only after gaining 10 years of experience, he decided he was ready to be in charge of business development and finally started his own business to start building his own client list.

In this episode, we talk in depth about how Joe navigated his initial entry into financial planning, despite being an admittedly bad student who struggled in a traditional classroom setting. The way Joe got involved in the FPA and with the NextGen community built his networks to the point that whenever he needed to change companies, he never struggled to find the next opportunity. job, and why Joe found business development so much easier in his 30s than he ever had in his 20s.

We also talk about how Joe structured and scaled his consulting business as it added over $250 million in AUM in just 7 years, including why the company decided to outsource its management portfolio to a TAMP to focus more on financial planning services, how the firm is structuring its lean team of just five people, four of whom are senior advisors or associates, to serve its 270 client households. And how Joe’s company turned local searches on Google into a key driver for new customers.

And be sure to listen to the ending where Joe recounts how he overcame some of the biggest challenges of his career, including finding himself out of a job when he had just started a family and bought a house. How Joe clears his mind when he discovers he needs to regain clarity in the business, and why forming a study group with five other counselors at an age and career stage like was so fundamental to Joe’s career success and getting the support he needed at major turning points along the way.

And so, whether you want to know how Joe created opportunities to become a financial advisor using connections made through financial networks, why he values ​​building deep and meaningful relationships with clients, or why he focuses its business on a younger clientele, so we hope you enjoy this episode of the Financial Advisor Success podcast, featuring Joe Pitzl.

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