Evolving a Financial Planning Firm to Better Serve Clients with Eric Simonson

Eric Simonson is the CEO of Abundo and in charge of driving our mission of providing high-quality, conflict-free financial planning to everyone. In addition to managing the team, he works with a small but amazing group of clients and helps them work towards their financial and travel goals. Eric is a passionate foodie and enjoys meditation. He is also an avid traveler and loves exploring new destinations. Eric is a CERTIFIED FINANCIAL PLANNER™.

Eric Simonson joins us to share the story about starting his own firm, Abundo Wealth, after 12 years at another firm. He shares how in just 4 years, he grew his firm to over 650 clients through referrals and by providing affordable financial planning. Eric Discusses how he uses technology to scale while keeping costs low and providing a great client experience. Eric also shares how he helps clients maximize credit card rewards and travel benefits as part of their financial plans. 

“We really doubled our focus to figure out okay, how can tech support the adviser relationship and help us scale help us keep our costs low, to allow the advisors to really shine” - Eric Simonson

 

This week on The Model FA Podcast:

• Starting a financial planning firm and scaling it quickly.
• Growing a financial planning business through client referrals and advisor partnerships.
• Marketing and referrals for a financial advisor.
• Financial planning subscription model and client retention.
• Client communication and value addition.
• Leveraging credit card points in financial planning.
• Leveraging technology and entrepreneurial spirit in financial planning.
• Client reviews, scaling, and focus with a financial planning firm.
• Career opportunities in wealth management.

 

Connect with Eric:

 

• Website: https://www.abundowealth.com
• Email: Eric@abundowealth.com.com

 

About the Model FA Podcast

 

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. 

 

Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. 

 

Our Team:

President of Model FA, David DeCelle

 

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