1 rich Libsyn https://www.libsyn.com 90 600 What if growing your financial planning firm&amp;nbsp;didn’t have to mean giving up the lifestyle you worked so hard to create? For today's guest,&amp;nbsp;building a successful advisory firm has meant finding ways to grow while protecting her time, energy, and freedom. Ashlee&amp;nbsp;deSteiger is co-owner of Gunder Wealth Management, an RIA based in Birmingham, Michigan, that oversees approximately $150 million in assets under management for 100 client households. In this episode, Ashlee shares the practical decisions that have helped her create a business that works around her life rather than asking her life to revolve around the business. Listen in to hear how she freed up time for higher-value work, including by working with a virtual assistant, what helps her stay top-of-mind with potential clients, and how she's managed client headcount over time.&amp;nbsp; For show notes and more visit: https://www.kitces.com/511&amp;nbsp; &amp;nbsp; &amp;nbsp; Financial Advisor Success https://www.kitces.com/podcast/ <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/42907187/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/206690143