Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis 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 146th episode of the Financial Advisor Success podcast. My guest on today's podcast is

Ross Levin. Ross is the co-founder and CEO of accredited investors

wealth management, an independent IRA based in the Minneapolis area that oversees nearly

two billion of assets under management for 475 affluent clients. What's unique about Ross, though,

is the way he systematized the financial planning process across the firm by developing his

own wealth management index that prompts clients with specific exploratory way he systematized the financial planning process across the firm by developing his own

wealth management index that prompts clients with specific exploratory questions in each of

the core financial planning topic areas and converts the results into a score that clients can

use to track their progress over time. In this episode, we talk in depth about how Ross develops

his wealth management index system,

the relative balance of delving into the technical topic areas of financial planning,

versus trying to ask the right questions to explore the client side of those issues in the first place.

Why it's so important to have a systematized process to do both thorough data gathering

and track how clients are progressing in those

areas, and why ultimately Ross decided to retain the wealth management index questions, but actually

stop tracking client's progress scores over time. We also talk about the path that Ross went through

in building accredited investors to become a multi-billion dollar RA with more than 50 employees.

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