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 207th episode of the Financial Advisor Success Podcast. My guest on today's podcast is

Lindsay Elwood Gets. Lindsay is the founder of Elwood & Gets, an independent R.A. based in Athens, Georgia, that

oversees nearly 365 million in assets under management for 375 affluent clients.

What's unique about Lindsay, though, is the way she launched her advisory firm within a year

of graduating from the Texas Tech Financial Planning Program as an undergrad,

and has been able to steadily build over the past 15 years to a successful multi-advisor

firm.

In this episode, we talk in depth about how Lindsay first launched her advisory firm, the

pain of only getting two or three new clients in her entire first year of launching in a

new city where she had no prior connections

while relying on a spouse's stable income to make ends meet, how the firm generated early

opportunities by building a relationship with an estate planning attorney as a center of influence

who was ultimately able to refer some initial clients. And the way Lindsay was able to leverage

being fee only into not only a value proposition for clients,

but also as a niche to differentiate from other advisory firms in her local market.

We also talk about the way Elwood and Gets has been able to build over the years with a heavy

reliance on referrals. The proactive gift giving that Lindsay has built into the culture of the

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