The Connected Advisor 
The Rising Tide 
Serving Families, Not Just Portfolios
Listen to this week’s episode.
Episode 081: On this week’s episode of The Connected Advisor, I speak with Rob Hoxton, Founder and Partner of Hoxton Planning & Management, and a 30-year veteran of the financial planning industry.
In this episode, we discuss how Hoxton has nearly doubled in size in the past two years, the role of organic growth and professional referrals, and serving families rather than just managing assets. Rob also talks about the impact of AI on financial planning and the key trends shaping the future of the RIA industry.
Key Takeaways
Hoxton Planning & Management measures success by the number of families served, ensuring meaningful and sustainable growth. It prioritizes impact over AUM, aiming to serve 800 families in the coming years.
In addition to acquisitions, client referrals and strong relationships with a center of influence are primary growth drivers.
YouTube and podcasts are excellent platforms for reaching target markets.
Despite AI’s potential to enhance efficiency, human connection in financial advice will always be critical.
Quotes
“Our goal is to help families be happier through financial planning and resource management. That’s our internal mission, and we’re passionate about it.” ~ Rob Hoxton
“Chasing the dollar just makes me unhappy. I need something more meaningful than AUM or income.” ~ Rob Hoxton
“If we are serving 800 families profitably, the money will be there, and the opportunities for our team will be there. We will grow, and we’ll make the difference.” ~ Rob Hoxton
Links
United Capital Financial Advisors
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Kyle Van Pelt
