Ep 252: Navigating The (Non-Linear) Growth Path To $100M Of AUM In Under 5 Years with Kyle Moore
Financial Advisor Success
Michael Kitces
4.7 • 719 Ratings
🗓️ 26 October 2021
⏱️ 90 minutes
🧾️ Download transcript
Summary
Kyle Moore is the founder of Quarry Hill Advisors, an RIA based out of St. Paul, Minnesota, that oversees $165 million of assets under management for 137 households. Kyle has been able to generate extremely strong growth for his firm in only 5 years while also navigating a plethora of challenges that are common among advisory firms in the early years.
Listen in as he shares why he decided to forge his own path and start an advisory firm, the techniques he used to make his firm findable online, and how one of his very first clients was a super-referrer that boosted his business in the early days of the firm. We also dive into why Kyle decided to bring on a partner—despite having a business that was growing well—and the benefits that he has gained (as well as the pitfalls he has avoided) thanks to practice management coaching programs.
For show notes and more visit: https://www.kitces.com/252
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner, |
| 0:08.4 | speaker and consultant Michael Kitsis to hear stories of how leading financial advisors |
| 0:13.6 | navigated the inevitable challenges that arise on the path to success and get insight from leading |
| 0:19.2 | industry consultants about how to break through to the |
| 0:22.0 | next level in your advisory business. And now here's your host, Michael Kitsis. Welcome everyone. |
| 0:28.3 | Welcome to the 250 second episode, the Financial Advisor Success Podcast. My guest on today's podcast is |
| 0:34.5 | Kyle Moore. Kyle's the founder of Quarry Hill Advisors, an R.A. in |
| 0:38.2 | St. Paul, Minnesota that oversees 165 million of assets under management for 137 client households. |
| 0:45.0 | What's unique about Kyle, though, is that while he's been able to generate very strong growth for his |
| 0:48.9 | advisory firm in just the past five years since he launched in 2017. The path hasn't exactly been a linear straight |
| 0:55.3 | line of growth as Kyle has navigated the plethora of all too common challenges and experiences |
| 0:59.8 | the fits and starts that his advisory firm owners face when building their practices in the early |
| 1:04.5 | years. In this episode, we talk in depth about Kyle's three main channels for growth, including |
| 1:09.5 | local search from Google, |
| 1:13.5 | his personal network, and digital marketing through blogging. |
| 1:18.5 | One of Kyle's first clients ended out being a super referrer that gave Kyle's firm the big initial boost that he was able to compound as he continues to grow. |
| 1:21.8 | And the specific steps that Kyle took to become findable online, including building |
| 1:26.0 | backlinks from directories like the FPA, |
| 1:28.1 | asking clients for Google reviews, and buying keyword-rich domain names that redirect back to his |
| 1:32.7 | main website. We also talk about how Kyle's first entry-level job as an associate planner gave him |
| 1:38.3 | the opportunity to learn as much as he could without the pressure to accumulate assets or sell |
| 1:42.0 | products. How Kyle's desire to be his own boss led him to ultimately turn down an offer to be a lead |
... |
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