Ep 377: Navigating A Major Health Event While Keeping Your Advisory Firm Going And Growing with Meredith Moore

Financial Advisor Success

Michael Kitces

News, Business, Entrepreneurship, Business News

4.8 • 696 Ratings

🗓️ 19 March 2024

⏱️ 93 minutes

🔗️ Recording | iTunes | RSS

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Summary

Meredith Moore is the Founder and CEO of Artisan Financial Strategies, a hybrid advisory firm based out of Georgia that oversees $77 million in assets under management for 120 client households. Despite facing a daunting diagnosis of a 7cm Glioblastoma tumor in her brain in 2005—which led to years of surgeries, radiation, and chemotherapy—Meredith remarkably kept her firm operational and thriving, growing it to over $1 million in annual revenue while still serving her clients.

Listen in as Meredith shares how she navigated significant challenges and drove her firm’s growth through strategic early hiring, a pivotal revamp of the hiring process, and specializing in advising women senior executives and entrepreneurs. She also discusses the impact of her TEDx talk on couples’ dynamics with money and leveraging it as social proof to expand her professional network, as well as what has been crucial to her sustained success.

For show notes and more visit: https://www.kitces.com/377

Transcript

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0:00.0	Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner,
0:08.5	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
0:18.7	from leading industry consultants about how to break through to the
0:22.1	next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.
0:29.0	Welcome to the 377th episode of the Financial Advisor Success Podcast. My guest on today's podcast is
0:35.5	Meredith's on today's podcast is Meredith's the founder and CEO of Artisan Financial Strategies, a hybrid advisory firm based in Alpharetta, Georgia, that oversees 77 million in assets under management for 120 client households.
0:47.9	What's unique about Meredith, though, is how she was able to keep her firm open, navigating through and ultimately growing to more than a million dollars of revenue, despite a diagnosis in 2005 of a 7-7mmeter glioblastoma tumor in her brain,
1:01.1	resulting in several years of major surgeries, radiation treatments, and chemotherapies,
1:05.9	all while continuing to see and serve her clients.
1:09.3	In this episode, we talk in depth about how Meredith has met the multitude of challenges
1:13.3	she's faced over the past 17 years head-on and found ways to navigate artists in the ongoing
1:17.9	growth despite those trying times.
1:20.6	How Meredith decided to amplify her ability to grow the firm by hiring early before she
1:24.9	even had her first $200,000 in revenue in the interest of staying
1:28.4	ahead of the company's capacity, which ultimately jumpstarted a faster pace of revenue growth
1:33.0	for, and how after a period of bad hires, Meredith pivoted artisan's hiring process by leaning
1:38.2	into LinkedIn ads and more clearly articulating both what the role needed to succeed and what
1:42.6	a prospective candidate would really need to be able to do in order to move up and grow with the company in the future.
1:47.8	We also talk about how Meredith's realization that women who out-earned their male partners are
1:52.0	more apt to involve those partners in financial decisions than men would be led her to focus
1:56.4	her own advisory niche on women's senior executives and women entrepreneurs who are household breadwinners.
	...

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