Financial Advisor Success

Jared Siegel is a Partner at Delap Wealth Advisory, a fee-only RIA based out of Portland that oversees nearly $260 million of assets under management for over 70 client households. Jared has created a high-quality and high-touch experience for his clients by outsourcing operations, which has also allowed him to focus on the parts of his business that he loves rather than the everyday back-office minutiae. Listen in as we dive into how Jared has re-focused his firm to allow him to do the client-facing work that he really enjoys and the lessons that motivated him to spend more time in his zone of genius. Jared also shares how he develops deeper and more meaningful relationships with clients by focusing on non-financial conversations, as well as how he eventually became comfortable with adversity and can now appreciate how his early life failures have shaped him for the better. For show notes and more visit: https://www.kitces.com/267