Michael Chasnoff's guest appearances

Michael Chasnoff

Between Now and Success

Financial Advisor Success

Eleanor Blayney

David Armstrong

Carolyn McClanahan

Matt Gulbransen

Brent Brodeski

Carl Richards

Michael Nathanson

Hannah Moore

Brittney Castro

Peter Mallouk

Tim Kochis

Seth Streeter

Mitch Anthony

Taylor Schulte

Shirl Penney

OwlTail

Michael Chasnoff is the founder and CEO of Truepoint Wealth Counsel, an independent fee-only RIA based out of Cincinnati that oversees $4.5 billion in assets under management for 750 households. Michael has grown his firm completely organically by focusing on working with business owners and executives—and scaling his team by offering a distributed ownership structure with a broad equity participation plan. Listen in as we explore the unique structure that he has built his firm around, becoming a one-stop shop for clients offering both financial planning and in-house tax and estate planning advice. You'll learn how he sells off his own founder shares to select team members to buy into company equity, as well as how he grew his firm entirely organically by focusing on working with business owners and executives with an average of $6 million in AUM, leveraging his expertise, establishing relationships with centers of influence, and becoming an active participant in industry organizations. For show notes and more visit: https://www.kitces.com/275

Michael Chasnoff is the founder and CEO of Truepoint Wealth Counsel, an independent fee-only RIA based out of Cincinnati that oversees $4.5 billion in assets under management for 750 households. Michael has grown his firm completely organically by focusing on working with business owners and executives—and scaling his team by offering a distributed ownership structure with a broad equity participation plan. Listen in as we explore the unique structure that he has built his firm around, becoming a one-stop shop for clients offering both financial planning and in-house tax and estate planning advice. You'll learn how he sells off his own founder shares to select team members to buy into company equity, as well as how he grew his firm entirely organically by focusing on working with business owners and executives with an average of $6 million in AUM, leveraging his expertise, establishing relationships with centers of influence, and becoming an active participant in industry organizations. For show notes and more visit: <a href="https://www.kitces.com/275" rel="nofollow" target="_blank">https://www.kitces.com/275</a>

Ep 275: Growing Organically Past $4B Of AUM With A Shared Ownership Mentality with Michael Chasnoff 

Michael Chasnoff discusses how he grew Truepoint Wealth Counsel, his fee-only wealth management firm, to $3 billion in AUM and 750 households without any mergers or acquisitions.

Michael Chasnoff discusses how he grew Truepoint Wealth Counsel, his fee-only wealth management firm, to $3 billion in AUM and 750 households without any mergers or acquisitions.

Using the “Client Experience” to Generate $3 Billion in Organic Growth With Michael Chasnoff