Tim Kochis's guest appearances

Tim Kochis

Between Now and Success

Financial Advisor Success

Can You Hold My Attention?  The Derek Bruton Podcast

Startup Wealth

Mitch Anthony

Carl Richards

Philip Palaveev

Sten Morgan

Rachel Robasciotti

Hannah Moore

Seth Streeter

Brittney Castro

Brent Brodeski

James Osborne

Steve Lockshin

Elizabeth Nesvold

Scott Hanson

Elliot Weissbluth

Eleanor Blayney

OwlTail

I'm not a fan of loosely using the term "pioneer".  Calling Tim Kochis a pioneer in the wealth management industry, however, is pretty darn accurate.  He co-founded Kochis, Fitz, Tracy, Fitzhugh &amp; Gott in 1991, and built a multi-billion dollar RIA and organic growth machine. 17 years later, Tim engineered his own succession when he merged with another RIA, renamed the firm Aspiriant, and then resigned, as planned, in 2012.  Past performance does not guarantee future results.  Tim's past performance, and the wisdom he gained as one of the first ultra-successful RIAs, DOES guarantee that our listeners will learn a few things from this Pioneer on the 11th episode of "Can You Hold My Attention?" 

I'm not a fan of loosely using the term "pioneer".  Calling <a href="http://linkedin.com/in/tim-kochis-51550349" rel="nofollow" target="_blank">Tim Kochis</a> a pioneer in the wealth management industry, however, is pretty darn accurate.  He co-founded Kochis, Fitz, Tracy, Fitzhugh &amp; Gott in 1991, and built a multi-billion dollar RIA and organic growth machine. 17 years later, Tim engineered his own succession when he merged with another RIA, renamed the firm Aspiriant, and then resigned, as planned, in 2012.  Past performance does not guarantee future results.  Tim's past performance, and the wisdom he gained as one of the first ultra-successful RIAs, DOES guarantee that our listeners will learn a few things from this Pioneer on the 11th episode of <a href="https://blubrry.com/canyouholdmyattention/77144288/episode-11-tim-kochis-former-ceo-at-aspiriant/" rel="nofollow" target="_blank">"Can You Hold My Attention?"</a>

Episode #11 - Tim Kochis, Former Chairman & CEO at Aspiriant

Today’s guest is Tim Kochis, the co-founder of Aspiriant, one of the first independent RIA’s to have reached $1 billion of assets under management in the early 2000s. Today the company is one of the industry’s few independent RIA’s focused on comprehensive wealth management to have reached a whopping $10 billion AUM threshold. In this episode, Tim shares how he was able to grow the company so quickly to become one of the leading RIA’s with a niche focus on working with corporate executives, as well as how he attracted and retained top-notch talent to manage that growth. Listen in to learn how he differentiated his firm and gained credibility even without having a big corporate name on his business card, the insights he has gleaned over the years, and more. For show notes and more visit: https://www.kitces.com/55

Today’s guest is Tim Kochis, the co-founder of Aspiriant, one of the first independent RIA’s to have reached $1 billion of assets under management in the early 2000s. Today the company is one of the industry’s few independent RIA’s focused on comprehensive wealth management to have reached a whopping $10 billion AUM threshold. In this episode, Tim shares how he was able to grow the company so quickly to become one of the leading RIA’s with a niche focus on working with corporate executives, as well as how he attracted and retained top-notch talent to manage that growth. Listen in to learn how he differentiated his firm and gained credibility even without having a big corporate name on his business card, the insights he has gleaned over the years, and more. For show notes and more visit: <a href="https://www.kitces.com/55" rel="noopener nofollow" target="_blank">https://www.kitces.com/55</a>

Ep 055: Separating Management From Ownership On The Path To $10B of AUM with Tim Kochis

Succession planning is a critical yet woefully neglected business necessity that could cost advisors millions of dollars if not properly handled. Today’s guest, Tim Kochis, is the co-author of a new book on succession planning titled, Success and Succession, and we dive into the details of how to effectively do it. Tim is a legendary wealth advisor who co-founded Kochis Fitz, a multi-billion dollar RIA firm, and guided it through a merger to create Aspiriant, one of the country’s leading wealth managers. Along the way, he held numerous leadership positions within the industry and has been recognized with several prestigious awards including the inaugural Schwab Impact Award and FPA’s P. Kemp Fain Award.

Succession planning is a critical yet woefully neglected business necessity that could cost advisors millions of dollars if not properly handled. Today’s guest, Tim Kochis, is the co-author of a new book on succession planning titled, <a href="http://www.amazon.com/gp/product/111905852X/ref=as_li_tl?ie=UTF8&amp;camp=1789&amp;creative=390957&amp;creativeASIN=111905852X&amp;linkCode=as2&amp;tag=belaadvi-20&amp;linkId=2BQDJSET2EQCSF6K" rel="nofollow" target="_blank">Success and Succession</a>, and we dive into the details of how to effectively do it. Tim is a legendary wealth advisor who co-founded Kochis Fitz, a multi-billion dollar RIA firm, and guided it through a merger to create Aspiriant, one of the country’s leading wealth managers. Along the way, he held numerous leadership positions within the industry and has been recognized with several prestigious awards including the inaugural Schwab Impact Award and FPA’s P. Kemp Fain Award.

Industry Legend Tim Kochis on Successfully Implementing a Succession Plan