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Justin Brownley

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Financial Advisor Success Podcast created

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"that is then likely going to be an advice pay retainer on a quarterly basis"

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Ep 482: Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Ju...

Mar 24, 2026 · on Michael Kitces guest · 3 recs
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Fidelity Investments uses other
"we custody client assets at Fidelity or Schwab"
From: Ep 482: Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Ju... • ▶ 1:01:21 • Mar 2026
Charles Schwab uses other
"we custody client assets at Fidelity or Schwab"
From: Ep 482: Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Ju... • ▶ 1:01:21 • Mar 2026
AdvicePay uses software
"that is then likely going to be an advice pay retainer on a quarterly basis"
From: Ep 482: Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Ju... • ▶ 1:01:31 • Mar 2026