Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner, speaker and consultant Michael Kitsas, to hear stories of how leading financial advisors navigated the inevitable challenges that arise on the path to success and get insight from leading industry consultants about how to break through to the next

level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. Welcome to the

87th episode of the Financial Advisor's Success podcast. My guest on today's podcast is Renee Norse.

Renee is the founder of Urban Wealth Management, an independent RAA in the Los Angeles area that manages nearly 120 million of access under management

for more than 200 clients with a team of six. What's unique about Renee, though, is how she

built a successful practice at a wire house for the first 20 years of her career as an advisor,

and only went independent later in her career so that she

could use the system she wanted to use to build with the type of clientele she wanted to serve.

In this episode, we talk in depth about the systems that Renee uses to run her business, the

unique way that she structured her, contact us page to better engage prospects, the material

she sends every prospect before the first

complimentary consultation meeting, how she determines which prospect meeting she takes versus

the ones that she hands off to other advisors in the firm, and the proposal tool she sends

to every prospect who's interested in engaging her services. We also talk about the process that

Renee went through to break away from the

wirehouse and form her own independent RIA, how she retained the trust of her clients even without

the big name wirehouse firm at the top of her business card anymore by focusing on the safety and

security of the RAA custodian she was going to use instead. And the new social media and webinar-based

marketing initiative she's

created called Smart Women's Savvy Money to grow the firm with the female professional she most

enjoys working with. And be certain to listen to the end, where Renee shares what it was like

building her advisory practice in a wirehouse environment is both a woman and a minority.

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