{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep 511: Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with Ashlee deSteiger","description":"     What if growing your financial planning firm&amp;nbsp;didn\u2019t 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;  ","author_name":"Financial Advisor Success","author_url":"https:\/\/www.kitces.com\/podcast\/","html":"<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>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/206690143"}