Ep #237: Acquiring a Tax Practice and Launching an RIA with John Kiepe
New Planner Podcast · Caleb Brown
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Show Notes
John Kiepe is a Founding Partner of Kiepe Wealth Management, and he joins the show today to share his unorthodox journey into the financial planning profession. If you're interested in building a career from the ground up, blending tax and financial planning, or learning how to grow a firm from scratch, this episode is for you!
Listen in as John shares how early roles in customer service - from Domino's Pizza to a bank and call center - helped build the skills that laid the foundation for his success in financial planning. He also explains what motivated him to launch his own firm and acquire a tax practice, how he navigated the challenges of starting with zero clients, and what he's focusing on now.
You can find show notes and more information by clicking here: https://bit.ly/4ltOlY1