Financial Advisor Success

Linda Leitz is the president of Peace of Mind Financial Planning, an independent RIA based in Colorado Springs that provides comprehensive financial planning services on a retainer fee basis to nearly 100 clients. Today Linda joins the show to discuss what she has learned over her 20 years of experience, including key takeaways about pricing her services and why her team of four works with clients for an ongoing retainer fee. She also explains how she has overcome the self-doubt that so many of us experience when quoting our planning fees so that she is able to charge what she is really worth. Listen in as we talk in depth about Linda’s decision to shift from being a solo advisor under a cost-sharing partnership to building her own multi-advisor team, as well as what surprised her most when switching to a team structure after being solo for so long. You’ll learn why she decided to go back to school for a Ph.D. in financial planning as an experienced practitioner, how her mentality has shifted over the years,