Ep 511: Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with ...
It is a first-hand account from a two-founder, $150 million firm about outsourcing and capacity decisions, which are the same trade-offs many independent advisory owners weigh as they add clients. The episode focuses on how one firm protected founder time rather than on growth at any cost.
Summary
By the running an ria deskAn episode of the Kitces podcast featuring Ashlee deSteiger, co-owner of Gunder Wealth Management, an RIA in Birmingham, Michigan with roughly $150 million in assets under management across 100 client households. She describes how she and her co-founder built the firm around a lifestyle they wanted to protect, including the decision to work with a virtual assistant and to manage client headcount over time. The discussion covers the practical choices behind running a lean, two-founder practice.
- The firm, Gunder Wealth Management, is based in Birmingham, Michigan and oversees about $150 million for 100 client households.
- Co-owner Ashlee deSteiger describes building the business around her life rather than the reverse.
- She uses a virtual assistant to free up time for higher-value work.
- She discusses how she stays top-of-mind with potential clients and how she has managed client headcount over time.
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