Tim Bickmore's guest appearances

Tim Bickmore

Financial Advisor Success

Critical Thinking Required

Roger Whitney

Moses Kagan

Hilary Hendershott

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Brent Beshore

Dan Egan

OwlTail

This is our "Get To Know LBW" mini-series where we interview each of our team members so that you will know us better.  The first interviewee is our master of planning, the Director of Financial Planning: Tim Bickmore.  We talked about his childhood, his studies at Lawrence University, and his feelings and thoughts about our industry.  We also explored his personal life, what his biggest joy is, inspirations, and hobbies are.  In addition, Tim gave his two cents regarding how his degree relates to his work (spoiler alert: "not really!"  Finance in real life is a different monster altogether.)  He offered his suggestion to people who are studying his major or want to enter our industry, where to start, and what to do.  We hope you enjoy this episode.The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual, on any specific security, on any specific Broker-Dealer or custodian. It is only intended to provide education about the financial industry. To determine which investments, Broker-Dealer or custodian may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All opinions expressed by podcast participants are solely their own and do not reflect the opinion of Leach, Bickmore &amp; Weiss Wealth Management, LLC.  Leach, Bickmore &amp; Weiss Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Leach, Bickmore &amp; Weiss Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Leach, Bickmore &amp; Weiss Wealth Management, LLC unless a client service agreement is in place.

This is our "Get To Know LBW" mini-series where we interview each of our team members so that you will know us better.  The first interviewee is our master of planning, the Director of Financial Planning: Tim Bickmore.  We talked about his childhood, his studies at Lawrence University, and his feelings and thoughts about our industry.  We also explored his personal life, what his biggest joy is, inspirations, and hobbies are.  In addition, Tim gave his two cents regarding how his degree relates to his work (spoiler alert: "not really!"  Finance in real life is a different monster altogether.)  He offered his suggestion to people who are studying his major or want to enter our industry, where to start, and what to do.  We hope you enjoy this episode. The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual, on any specific security, on any specific Broker-Dealer or custodian. It is only intended to provide education about the financial industry. To determine which investments, Broker-Dealer or custodian may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All opinions expressed by podcast participants are solely their own and do not reflect the opinion of Leach, Bickmore &amp; Weiss Wealth Management, LLC.  Leach, Bickmore &amp; Weiss Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Leach, Bickmore &amp; Weiss Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Leach, Bickmore &amp; Weiss Wealth Management, LLC unless a client service agreement is in place.

Go Scooter, Go! - An Interview With Tim Bickmore

Tim Bickmore is the co-founder and director of financial planning for LBW Wealth Management, an independent RIA that oversees more than $50 million in assets under management for 230 client households. Today Tim joins the show to discuss how the firm grew so quickly and why they are concerned that what helped grow their firm initially may not work for future growth. Listen in as we discuss the evolution of Tim’s advisory firm, including why they shifted to a blended model with a base monthly subscription fee and how they are ensuring profitability for new clients. You will learn LBW’s financial planning process for younger clients, the increasingly cash-flow based approach they have taken, and more. For show notes and more visit: https://www.kitces.com/162    

Tim Bickmore is the co-founder and director of financial planning for LBW Wealth Management, an independent RIA that oversees more than $50 million in assets under management for 230 client households. Today Tim joins the show to discuss how the firm grew so quickly and why they are concerned that what helped grow their firm initially may not work for future growth. Listen in as we discuss the evolution of Tim’s advisory firm, including why they shifted to a blended model with a base monthly subscription fee and how they are ensuring profitability for new clients. You will learn LBW’s financial planning process for younger clients, the increasingly cash-flow based approach they have taken, and more. For show notes and more visit: <a href="https://www.kitces.com/162" rel="nofollow" target="_blank">https://www.kitces.com/162</a>

Ep 162: Efficiently Expanding In-Depth Financial Planning Services To Move Beyond The AUM-Only Model with Tim Bickmore