JANUARY 11. 2023

How millennials added to over $100M in AUM with Tyler Purcell

Kiplinger Wealth Advisors, founded in 1999 by Brad Kiplinger, eclipsed $100m in AUM in 2021. The firm has steadily added $10-12m per year for the past 4 years and lead flow is showing no sign of slowing down. While the firm does serve a wide array of clients, Tyler Purcell has a focus on a less traditional niche; millennials. In this episode, Tyler Purcell joins us to share the importance of never underestimating a millennial niche and how you can attract a younger clientele.