20 Lessons Learned From 500 FAS Podcast Episodes: What I Learned Building An RIA From Scratch In My 20s
While CFP educational programs teach the knowledge of financial planning, they don't teach the practice of it – and there's remarkably little established training or curriculum. Fortunately, though, we can learn from other advisors who have generously shared their experiences. In this guest post, Jeremy Eppley of Silverstone Financial shares some of the key milestones of his growth journey, as told through the lens of lessons he gleaned and then applied to his practice while listening to all 500 episodes of the Financial Advisor Success podcast.
- ▪While CFP educational programs teach the knowledge of financial planning, they don't teach the practice of it – and there's remarkably little established training or curriculum.
- ▪Fortunately, though, we can learn from other advisors who have generously shared their experiences.
- ▪In this guest post, Jeremy Eppley of Silverstone Financial shares some of the key milestones of his growth journey, as told through the lens of lessons he gleaned and then applied to his practice while listening to all 500 episodes of the F
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| Original publisher | Nerd's Eye View | Kitces.com |
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| Publication time | Mon, 27 Jul 2026 11:04:43 +0000 |
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20 Lessons Learned From 500 FAS Podcast Episodes: What I Learned Building An RIA From Scratch In My 20s July 27, 2026 07:04 am 0 Comments CATEGORY: Practice Management TweetFacebookLinkedInEmail LOGIN or CREATE AN ACCOUNT TO SAVE ARTICLE TO YOUR LIST A A A LOGIN or CREATE AN ACCOUNT TO SAVE ARTICLE TO YOUR LIST TweetFacebookLinkedInEmail Table of Contents NavigationExecutive SummaryPricing And ProspectingLesson 1: Reduce Conflicts Of Interest As A Fee-Only RIALesson 2: Qualify Prospects By Revenue Per Client, Not AssetsLesson 3: Structure Fees Priced On Income + Net Worth With BracketsLesson 4: Give Away Value To Prospects For FreeLesson 5: Serve A Niche ClienteleLesson 6: Connect With Clients Through Authentic Experiences And GiftsOperational OptimizationsLesson 7: Ditch Your Legacy…
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