James Osborne makes a waiting list part of his new RIA's business model after 18 months -- with client care and mountain biking in mind
The solo advisor has achieved an Eden of RIA simplicity that Deborah Fox counsels caution about -- along with congratulations
Justin Haskin
This is most certainly true.
“But efficient use of technology and a strong work ethic are not the characteristics that most distinguish Osborne’s firm.”
Grant Barger
Great article… James has clearly discovered his unique authentic relevant value and made it tangible… good to read about success stories at RIA Biz!
Deborah Fox
Open Message to James Osborne:
I do want to make it clear that I think what you have accomplished so far is fantastic and truly do congratulate you! Just recognize that any business needs to evolve over time (no matter what model you have chosen) so always stay ahead of the curve and continue to question everything you are doing. How can you create an even better client experience? How can you work even more efficiently and profitably? How can you change your structure so that at some point in the near future YOU are no longer the business? Find a mentor and surround yourself with people who think bigger than you and you will have more ideas than you will know what to do with (a good problem to have!) I am so glad Scott had an opportunity to write this article about you because you will be an inspiration to all who read this article, including me. Keep up the great work. I’m rooting for you!
Deborah Fox
CEO Fox Financial Planning Network
Oliver Skinner
Related Moves
After a 2018 cash scare, Scott MacKillop got a $1.5 million lifeline and -- boom -- RIAs rewarded his flat-fee TAMP with 1,000% AUM growth in 35 months
First Ascent now has $1.1 billion in RIA AUM and reached a sweet milestone -- its founder has a take-home salary and apparent sustainability.
June 14, 2021 at 8:41 PM
Famously and fiercely solo James Osborne somewhat sheepishly doubles headcount at Bason to two after the fatigue of saying 'no' wore on him
For seven years,RIA, flat-fee evangelist and blogger in Greenwood, Colo. doggedly stayed solo and got to $200 million but now he has McKenzie Ebbesen; and she shares his discomfort with 1% fees.
