Ethmos Podcast Pulse
Start free
← The Pulse · week of Oct 19–25
PodcastRIA CollectiveOctober 19, 2026

How One Advisor Built a Highly Profitable RIA Around Her Life | Rachael Burns

Advisor Rachel Burns describes building a highly profitable solo RIA around family and lifestyle, using lean technology, a narrow client profile and a home office instead of a large team.

The full card is a free trial away.

The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.

Read free — start your trial

14-day free trial

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.