#FA Success Ep 271: Right-Sizing Your Client Base To Operate As An Intentional High-Margin Solopreneur, With Cady North

#FA Success Ep 271: Right-Sizing Your Client Base To Operate As An Intentional High-Margin Solopreneur, With Cady North

Welcome back to the 271st episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Cady North. Cady is the founder of North Financial Advisors, a boutique fee-only financial planning firm focused on serving women business owners that is based in San Diego and Washington, D.C., and oversees more than $24 million of assets across 30 client households.

What’s unique about Cady, though, is how she right-sized her practice from what was once a much larger number of clients, and now purposefully maintains a limited number of households she serves to create a business that has high earning potential while remaining personally sustainable for herself without the risk of burnout. 

In this episode, we talk in depth about how Cady has built her firm to help a younger clientele of women entrepreneurs discover the best uses for their capital and ways to balance their own money goals, why Cady veers away from the traditional corporate full-time philosophy to ensure she has the time and capacity to meet the needs of her clients as well as herself, and how Cady has systematized and automated processes to avoid the pressure of always staying connected as a solo advisor. 

We also talk about how Cady’s experience with burnout in her former career inspired her to take a 6-month sabbatical to step back and examine what was truly important to her in life, why Cady believes that being resilient means first recognizing for oneself what is good enough, and how Cady realized after a few years of building her firm that increasing the quality of clients she served was more important than just increasing the quantity. 

And be certain to listen to the end, where Cady shares how reflecting on the highs and lows of professional experiences with a support group of peers helped her to learn and grow in her career, the rotating paraplanner program that Cady built to share her knowledge and mentor others to help them find their own paths to success, and how Cady came to let go of the urge to live a life of to-do lists and focus on feeling fulfilled financially and mentally instead.

So whether you’re interested in learning about how Cady helps her clients realize their short-term and long-term money goals, how she organizes her firm to keep a steady work-life balance, or why she enjoys being a guide for women entering the financial advice industry, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Cady North.Read More…


Leave a Reply

Your email address will not be published.