Ep 43: How to Create a Lifestyle Practice and a High-Growth Practice

Episode 43: How to Create a Lifestyle Practice and a High-Growth Practice

Ep. 43 | Guest: Nic Yeomans

Overview

Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.

In this episode, I’m joined by Nic Yeomans, a CFP®, college instructor, and professional speaker with over 22 years of experience in financial advising. Nic, along with his father Randy Yeomans, has built a successful Registered Investment Advisory (RIA) firm, managing $350M for approximately 400 families. Today, he shares his insights on balancing a lifestyle practice vs. a high-growth practice and how to determine which model is right for you.

Key Topics Discussed:

✅ Defining a lifestyle practice vs. a high-growth practice‍

✅ Strategies to scale and grow an advisory firm while maintaining work-life balance

✅ Lessons from building a multi-generational RIA firm

Connect with Nic

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Connect with Catherine

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📧 admin@dominiones.com

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