Joe Elsasser has a problem that plenty of advisors wish they had themselves: His retirement planning practice in Omaha, Neb., is growing so fast, he’s worried he soon won’t be able to keep pace with the workload.
“If this keeps snowballing, I could be in real trouble,” Elsasser, a certified financial planner who runs Sequent Planning, says with a wistful laugh.
As a former registered nurse and founder of a flourishing advisory practice, Rosemary Caligiuri knows how to take care of people’s health —and their wealth. Having spent two decades building her wealth management firm outside Philadelphia into a 1,000-client powerhouse, she evidently knows how to take care of her business, too.
When it comes to investigating new tactics and channels for attracting the high-net-worth clients that his firm targets, “we will try almost anything once,” says James Poe.
Joe Elsasser left the financial services business altogether in 2001, only to return to it in 2008 as a certified financial planner with his own practice, Sequent Planning, in Omaha.