Ep 263: Building A High-Touch Boutique Firm Serving Tech Executives As Their Personal CFO with Joyce Franklin

Joyce Franklin is the founder of JL Franklin Wealth Planning, an independent RIA based out of San Francisco that oversees $200 million of assets for 40 families. Joyce built a true boutique financial advisory firm by serving as a personal CFO for high-profile tech executives and positioning herself as a steward of their wealth.

Listen in as we dive into how Joyce started out preparing tax returns during the tech bubble of the 1990s, as well as how she turned her tax prep side business into a boutique independent advisory firm. Joyce also shares how she has intentionally maintained a smaller client base that averages around 71 hours of work per client every year, how she became the go-to expert for entrepreneurs and executives building wealth in startups, and why she is now turning her sights to building her staff to create a future succession plan.

For show notes and more visit: https://www.kitces.com/263