René Nourse's guest appearances

René Nourse

Financial Advisor Success

The Margaritas with Marguerita Cheng, CFP® Pro Show

Robyn Crane

Roger Whitney

Hilary Hendershott

Jeff Rose

Michael Kitces

Perth Tolle

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

OwlTail

A Note from Marguerita Cheng, CFP® Pro — Welcome to my weekly radio show where each Friday at 5 pm EST, my guests and I share insight into how women will learn how to improve their knowledge of financial matters to gain financial security. On tonight’s show: Rene Nourse, founder of Urban Wealth Management. Our topic: Women and Wealth: The Next New Normal in the US Rita and René talk about: The shift of the majority ownership of wealth management from men to womenClick here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — Welcome to my weekly radio show where each Friday at 5 pm EST, my guests and I share insight into how women will learn how to improve their knowledge of financial matters to gain financial security. On tonight’s show: Rene Nourse, founder of Urban Wealth Management. Our topic: Women and Wealth: The Next New Normal in the US Rita and René talk about: The shift of the majority ownership of wealth management from men to women<a href="https://inkandescentradio.com/podcast/rene-nourse/" rel="nofollow" target="_blank">Click here to listen to the podcast!</a>

Episode 14: Margaritas with Marguerita: René Nourse, CFP® — “Women and Wealth: The Next New Normal in the US”

My guest today has had quite an unusual path through the industry. After building a successful practice at a wirehouse for the first 20 years of her career, René Nourse went independent so she could use the system she wanted to use to build with the type of clientele she wanted to serve. Now the founder of Urban Wealth Management—an independent RIA in the Los Angeles area that manages nearly $120 million of AUM for more than 200 clients—René is focused on serving her niche working with professional women.  In this episode, she shares what it was like building her advisory practice in a wirehouse environment as both a woman and a minority, as well as the process she went through to break away from the wirehouse world and form her own independent RIA. Listen in to learn how she retained the trust of her clients after the shift, how she structures her own firm, and how she has used a digitally savvy marketing approach to grow her business to where it is today. For show notes and more visit: https://www.kitces.com/87

<p>My guest today has had quite an unusual path through the industry. After building a successful practice at a wirehouse for the first 20 years of her career, René Nourse went independent so she could use the system she wanted to use to build with the type of clientele she wanted to serve. Now the founder of Urban Wealth Management—an independent RIA in the Los Angeles area that manages nearly $120 million of AUM for more than 200 clients—René is focused on serving her niche working with professional women.  In this episode, she shares what it was like building her advisory practice in a wirehouse environment as both a woman and a minority, as well as the process she went through to break away from the wirehouse world and form her own independent RIA. Listen in to learn how she retained the trust of her clients after the shift, how she structures her own firm, and how she has used a digitally savvy marketing approach to grow her business to where it is today.</p> <p>For show notes and more visit: <a href="https://www.kitces.com/87" rel="noopener nofollow" target="_blank">https://www.kitces.com/87</a></p>

Ep 087: Going Independent To Run Your Advisory Firm With The Systems And Clients You Want with René Nourse