{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep 435: When The Next-Gen \u201cWealth Builder\u201d Offering Becomes The Main Driver Of Growth For A $1B+ Advisory Firm with Gideon Drucker","description":"Gideon Drucker is the CEO of Drucker Wealth, a hybrid advisory firm based out of New York City that oversees approximately $1 billion in assets under management for 800 client households. What\u2019s unique about Gideon is how he launched a \u201cWealth Builder\u201d service model to support high-income next-gen clients\u2014within a firm traditionally focused on retirees. In just five years, the offering has added 275 client households and become the primary engine of growth for Drucker Wealth. Listen in as Gideon shares how he structured his firm\u2019s Wealth Builder division with a high advisor-to-operations staff ratio to meet the complex needs of mid-career professionals, ensured profitability by setting a minimum fee while introducing gradual fee increases for existing clients by clearly tying them to the firm\u2019s growing value. He also discusses how his clients regularly make referrals without directly being asked to, his transition from direct client service to firm leadership and management, and how his early cold-calling days pushed him toward a content-based marketing strategy that consistently brings in qualified prospects. For show notes and more visit: https:\/\/www.kitces.com\/435 ","author_name":"Financial Advisor Success","author_url":"https:\/\/www.kitces.com\/podcast\/","html":"