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Ep 462: Making The Tough Decision To Change Firms To Find The Path To Equity Ownership You're Seeking with Maggie Rapplean

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Manage episode 517675600 series 1331850
Content provided by Michael Kitces. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Finding the right firm fit (and a well-defined path to partnership) can take time—and sometimes, the courage to start over. From wirehouse beginnings to RIA partnership, Maggie Rapplean's journey shows how clarity, persistence, and the right environment can open the door to both ownership and balance.

Maggie is a Partner at Moneta Group, an RIA based in St. Louis, Missouri, where she oversees $250 million in AUM for 108 client households. Listen in as she shares how her career transitions have helped her find the equity path she was seeking. We talk about how she successfully took over a retiring advisor's book of business, how she achieved a high retention rate in part by refreshing these clients' financial plans and offering deeper tax planning services, and how building her own team has helped her balance career growth with family life.

For show notes and more visit: https://www.kitces.com/462

  continue reading

466 episodes

Artwork
iconShare
 
Manage episode 517675600 series 1331850
Content provided by Michael Kitces. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Finding the right firm fit (and a well-defined path to partnership) can take time—and sometimes, the courage to start over. From wirehouse beginnings to RIA partnership, Maggie Rapplean's journey shows how clarity, persistence, and the right environment can open the door to both ownership and balance.

Maggie is a Partner at Moneta Group, an RIA based in St. Louis, Missouri, where she oversees $250 million in AUM for 108 client households. Listen in as she shares how her career transitions have helped her find the equity path she was seeking. We talk about how she successfully took over a retiring advisor's book of business, how she achieved a high retention rate in part by refreshing these clients' financial plans and offering deeper tax planning services, and how building her own team has helped her balance career growth with family life.

For show notes and more visit: https://www.kitces.com/462

  continue reading

466 episodes

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