Linda Lubitz Boone's guest appearances

Linda Lubitz Boone

Financial Advisor Success

Jason Zweig

Roger Whitney

Hilary Hendershott

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

Ric Edelman

OwlTail

My guest today has seen what it’s like to build an advisory business and what it’s like to build a business for advisors. Previously a co-founder of IPS Advisor Pro—the first software for doing investment policy statements in a standardized way—Linda Lubitz Boone is now the founder of The Lubitz Financial Group, an independent RIA in that oversees nearly $250 million of AUM for 125 affluent clients. Yet, despite having reached a phenomenal level of success, Linda continues to proactively make changes to improve her advisory firm. In this episode, she shares how she continues to evolve her business, from the service providers she uses to support the business to the very business model itself. Listen in to learn why she decided to outsource her back office investment operations, how she is shifting her own role within the business, and what she's doing to build trust with her clients. For show notes and more visit: https://www.kitces.com/95

My guest today has seen what it’s like to build an advisory business and what it’s like to build a business for advisors. Previously a co-founder of IPS Advisor Pro—the first software for doing investment policy statements in a standardized way—Linda Lubitz Boone is now the founder of The Lubitz Financial Group, an independent RIA in that oversees nearly $250 million of AUM for 125 affluent clients. Yet, despite having reached a phenomenal level of success, Linda continues to proactively make changes to improve her advisory firm. In this episode, she shares how she continues to evolve her business, from the service providers she uses to support the business to the very business model itself. Listen in to learn why she decided to outsource her back office investment operations, how she is shifting her own role within the business, and what she's doing to build trust with her clients. For show notes and more visit: <a href="https://www.kitces.com/95" rel="nofollow" target="_blank">https://www.kitces.com/95</a>

Ep 095: The Never-Ending Process Of Iteratively Building An Advisory Firm with Linda Lubitz Boone