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Lori Atwood

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

Financial Advisor Success

Episode Appearances

Financial Advisor Success

Financial Advisor Success · Apr 28, 2026

Ep 487: Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently with Lori Atwood

“Founder of advice-only RIA; built proprietary software platform and scaled firm to 10 employees and 3,000 clients”

Advice-only hourly fee business modelsRIA firm structure and scaling strategiesCustom financial planning software development