Running an RIA · Podcast

Ep 511: Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with Ashlee deSteiger

For advisors weighing how to add capacity and protect founder time as a firm grows, the episode discusses outsourcing and client headcount decisions at a two-founder, $150 million firm.

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Summary

By the running an ria desk

Episode 511 features Ashlee deSteiger, co-owner of Gunder Wealth Management, an RIA based in Birmingham, Michigan, with approximately $150 million in assets under management for 100 client households. The conversation covers practical decisions she has made to grow the firm while protecting her time, energy and freedom, including working with a virtual assistant and managing client headcount over time.

Ashlee deSteiger is co-owner of Gunder Wealth Management, a Birmingham, Michigan RIA with about $150 million in AUM for 100 client households.
She describes working with a virtual assistant to free up time for higher-value work.
The episode covers what helps her stay top-of-mind with potential clients.
It discusses how she has managed client headcount over time.

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