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Finance

#FA Success Ep 380: Expanding Capacity For $500M Of Organic AUM Growth In Just 4 Years By Increasing The Density Of Team Talent, With Andrew Leonard

Kitces · · 243 views

Welcome everyone! Welcome to the 380th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Andrew Leonard. Andrew is the Managing Partner of Geometric Wealth Advisors, an RIA based in Washington, D.C., that oversees approximately $750 million in assets under management for about 200 client households. What's unique about Andrew, though,Read More... The post #FA Success Ep 380: Expanding Capacity For $500M Of Organic AUM Growth In Just 4 Years By Increasing The Density Of Team Talent, With Andrew Leonard first appeared on Kitces.com.

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