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 Kitsas. Welcome, everyone.

Welcome to the 195th episode of the Financial Advisor's Success Podcast. My guest on say's podcast is

Echo Huang. Echo is the founder of Echo Wealth Management,

an independent RIA based in Minneapolis that oversees nearly 120 million of assets on her management

for 76 client households. What's unique about Echo, though, is the way she's built a niche

serving corporate executives and has managed to grow the firm almost entirely by word of mouth

by building her reputation within her niche.

In this episode, we talk in depth about how Echo built her career starting out in the industry from scratch as an immigrant to the U.S. with just $800 in her pocket.

How she started studying out finance as an undergraduate, decide that it would help her career to get a CPA license,

so she joined a public accounting firm to get the requisite two years of audit experience,

then transitioned to the personal financial planning division of a regional accounting firm

and earned her CFP certification to build her professional credibility and help overcome the fact

that she looked young when sitting across from older clients.

Why Echo ultimately went out on her own at a cost of losing two-thirds of her AUM to rebuild

the vision of the advisory firm she wanted to build. And why is an already successful advisor

in her 40s, she still decided to go back and get her CFA certification on top of juggling

the challenges of growing the business and being a parent

with young children.

...