Executive Summary

Welcome back to the 299th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Tim Regan. Tim is the founder of PrairieView Wealth Partners, a hybrid advisory firm based in Orland Park, Illinois, that oversees $100 million in assets under management for 190 client households.

What’s unique about Tim, though, is how he leverages the independence he gained by transitioning from an insurance agency model to becoming a hybrid with Thrivent Advisor Network to focus his firm on faith-based planning and restructure his own back office by shifting it into a separate company that also partners with other financial advisory firms to offer them middle and back-office support as well.

In this episode, we talk in-depth about how, after realizing his firm was too big to be a solo and too small to be big, Tim decided to split his firm into

Keep reading this article on Nerd's Eye View, Michael Kitces - Blog.

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