Financial Advisor Success

Michelle Underwood Gass is the Founding Principal of Paradigm Advisors, an RIA based out of Dallas that oversees approximately $110 million in assets under management for 80 client households. What’s unique about Michelle is how she developed a structured meeting process to guide new clients through her in-depth planning system, ensuring a standardized experience while retaining the flexibility to customize each client’s financial plan, prioritizing their unique needs and goals. Listen in as Michelle shares her 5-part planning process, beginning with a “Get to Know You” meeting that incorporates Life Planning exercises to uncover client priorities and ensure a mutual fit, followed by a tech-enabled “Uncluttering” process to streamline document collection and onboarding. She explains how her “Intrinsic Discovery” and “Discovering Opportunities” meetings prioritize key planning areas, avoiding overwhelm for busy working-age clients, while tools like eMoney’s Decision Center and Hubly workflow management softwar