--- title: "Growing Organically: The Art of Strategic Client Relationships with Andy Peters" description: "This week, Kyle Van Pelt talks with Andy Peters, Partner at Goldstein Advisors. Andy's CPA license is a rarity in financial planning, allowing him to lend a…" url: https://www.milemarker.co/podcast/growing-organically-the-art-of-strategic-client-relationships-with-andy-peters updated: 2025-03-25 --- [Now playing](https://www.milemarker.co/podcast) [Podcast**Next Mile**](https://www.milemarker.co/podcast) [Episodes](https://www.milemarker.co/podcast)[Guests](https://www.milemarker.co/podcast/guests) [YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) Episode 86 · Mar 25, 2025 · 37 min # Growing Organically: The Art of Strategic Client Relationships with Andy Peters [**Andy Peters***Partner, Goldstein Advisors*](https://www.milemarker.co/podcast/guests/andy-peters) [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode This week, Kyle Van Pelt talks with Andy Peters, Partner at Goldstein Advisors. Andy's CPA license is a rarity in financial planning, allowing him to lend a unique business and tax focus to his Financial Planner and Partner role at Goldstein. He stewards the Goldstein team, managing operations and setting the firm's overall vision and strategy. Kyle and Andy discuss the unique path and impressive organic growth of Goldstein Advisors. Andy emphasizes the significance of building genuine client relationships, community involvement, and a relentless focus on client-centric service. He also shares the firm's strategic approach to growth, its commitment to maintaining its culture, and its outlook on the evolving landscape of the financial advisory industry, including the role of AI and the increasing demand for tax expertise. In this episode: - (00:00) - Intro - (01:32) - Andy's money moment - (05:07) - The lessons Andy learned from Epic - (06:31) - Goldstein Advisors' organic growth strategy - (09:56) - The role of relationships and trust in the age of AI - (11:40) - Intentional growth strategies - (16:43) - The abundance mindset in managing wealth - (20:02) - Delivering value while staying true to your competencies - (26:00) - Goldstein Advisors' tech stack - (28:54) - The future of the industry - (31:10) - Andy's advice for maintaining a relentless focus on client service - (32:50) - Andy’s Milemarker Minute **Quotes** "The connectedness plus the focus on our clients has been our growth engine, and we've never felt the need to go outside of that because we have all the growth we can handle as it is." ~ Andy Peters "At the end of the day, this is a relationship business. We take care of clients, and clients trust us to take care of them. Technology is important. AI will probably become increasingly important in some ways, but I don't think any of that replaces the need for the personal connection we have with our clients." ~ Andy Peters "We can't be everything to everyone. If we do that, we're simply going to fail in everything that we try to do. So, we try to stick to those core competencies where we have the deep skill set and where it's not going to be automated away by AI or other types of tech tools." ~ Andy Peters **Links** - [Andy Peters on LinkedIn](https://www.linkedin.com/in/atpeters/) - [Goldstein Advisors](https://goldsteinadvisors.com/) - [Epic](https://www.epic.com/) - [Adam Peters](https://www.linkedin.com/in/adampeters/) - [Fisher Investments](https://www.fisherinvestments.com/en-us) - [Annex Wealth Management](https://annexwealth.com/) - [Carbone Cancer Center](https://cancer.wisc.edu/) - [RightCapital](https://www.rightcapital.com/) - [Holistiplan](https://www.holistiplan.com/) - [Jon Goldstein](https://www.linkedin.com/in/jon-goldstein-23b5791/) - [The Hot Hand](https://www.amazon.com/Hot-Hand-Mystery-Science-Streaks/dp/0062820729) **Connect with our hosts** - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) - [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) **Subscribe and stay in touch** - [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) - [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) - [YouTube](https://www.youtube.com/@milemarkerinc) ## **Produce game-changing content with Turncast** Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at [Turncast.com](https://www.turncast.com/). ## The write-up ?iv\_load\_policy=3&rel=0&modestbranding=1&playsinline=1&autoplay=0&mute=1” data-thumbnail=“Medium Quality” frameborder=“0” allow=“presentation; fullscreen; accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture”> [Listen to this week’s episode.](https://open.spotify.com/episode/1AG9JUNM1NzmfZZx2p8v1e?si=88a62aeb78c54418&utm_source=newsletter.milemarker.co&utm_medium=newseletter&utm_campaign=growing-organically-the-art-of-strategic-client-relationships&nd=1&dlsi=1ce4790b3f4b4f2b#login) ## Episode 086 On this week’s episode of Next Mile, I speak with [Andy Peters](https://www.linkedin.com/in/atpeters/), Partner at [Goldstein Advisors](https://goldsteinadvisors.com/). Andy’s CPA license is a rarity in financial planning, giving him a unique business and tax focus in his role as Financial Planner and Partner at Goldstein. He leads the team, managing operations and setting the firm’s vision and strategy. We discuss the unique path and impressive organic growth of [Goldstein Advisors](https://goldsteinadvisors.com/). Andy emphasizes the significance of building genuine client relationships, community involvement, and a relentless focus on client-centric service. He also shares the firm’s strategic approach to growth, its commitment to maintaining its culture, and its outlook on the evolving landscape of the financial advisory industry, including the role of AI and the increasing demand for tax expertise. #### Key Takeaways Despite advancements in technology and AI, financial advising remains a relationship-based business. Trust and personal connections are irreplaceable, and the most successful advisors prioritize client relationships over automation. Goldstein Advisors has grown to a billion-dollar RIA entirely through organic referrals, community involvement, and client satisfaction rather than advertising or aggressive marketing. Their success underscores the power of delivering exceptional service that naturally attracts new clients. As financial planning becomes more complex, advisors need to move beyond basic investment management. Expertise in areas like tax planning, estate planning, and business succession will be crucial for staying competitive and delivering real value to clients. Intentional growth and firm culture matter more than size. Goldstein Advisors prioritizes maintaining a strong company culture over rapid expansion. They are selective about partnerships and acquisitions, ensuring that any expansion aligns with their values and client-first approach. #### Quotes “The connectedness plus the focus on our clients has been our growth engine, and we’ve never felt the need to go outside of that because we have all the growth we can handle as it is.” ~ [Andy Peters](https://www.linkedin.com/in/atpeters/) “At the end of the day, this is a relationship business. We take care of clients, and clients trust us to take care of them. Technology is important. AI will probably become increasingly important in some ways, but I don’t think any of that replaces the need for the personal connection we have with our clients.” ~ [Andy Peters](https://www.linkedin.com/in/atpeters/) “We can’t be everything to everyone. If we do that, we’re simply going to fail in everything that we try to do. So, we try to stick to those core competencies where we have the deep skill set and where it’s not going to be automated away by AI or other types of tech tools.” ~ [Andy Peters](https://www.linkedin.com/in/atpeters/) #### Links [Andy Peters on LinkedIn](https://www.linkedin.com/in/atpeters/) [Goldstein Advisors](https://goldsteinadvisors.com/) [Epic](https://www.epic.com/) [Adam Peters](https://www.linkedin.com/in/adampeters/) [Fisher Investments](https://www.fisherinvestments.com/en-us) [Annex Wealth Management](https://annexwealth.com/) [Carbone Cancer Center](https://cancer.wisc.edu/) [RightCapital](https://www.rightcapital.com/) [Holistiplan](https://www.holistiplan.com/) [Jon Goldstein](https://www.linkedin.com/in/jon-goldstein-23b5791/) [The Hot Hand](https://www.amazon.com/Hot-Hand-Mystery-Science-Streaks/dp/0062820729) #### Connect with our hosts [Milemarker.co](https://www.milemarker.co/) [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) #### Subscribe and stay in touch [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) [YouTube](https://youtu.be/8Hr4D2hhPm8) **While there, please don’t forget to Download, Like, and Subscribe.** If you’d like to schedule a time to talk with me about anything we cover on our podcast or [Milemarker](https://www.milemarker.co/), [click here for 15 minutes](https://meetings.hubspot.com/kyle-van-pelt). Kyle Van Pelt [**Andy Peters***Partner, Goldstein Advisors*](https://www.milemarker.co/podcast/guests/andy-peters) Next Mile Conversations with the people building the next era of wealth management, hosted by Kyle Van Pelt. New episodes every Tuesday. [Get the newsletter →](https://www.milemarker.co/resources/newsletter) [Talk to Milemarker →](https://www.milemarker.co/contact) ## Keep listening Ep. 149 · Jun 16, 2026 · 39 min ### [How Content Drives Growth, Trust, and Client Acquisition with Ben Carlson](https://www.milemarker.co/podcast/how-content-drives-growth-trust-and-client-acquisition-with-ben-carlson) Ben Carlson, Ritholtz Wealth Management Ep. 143 · May 5, 2026 · 46 min ### [Growth, Alignment, and the Future of Advisor-Led Wealth Firms with Scott Schwartz](https://www.milemarker.co/podcast/growth-alignment-and-the-future-of-advisor-led-wealth-firms-with-scott-schwartz) Scott Schwartz, OnePoint BFG Wealth Partners Ep. 138 · Mar 31, 2026 · 34 min ### [How to Build Deep Client Relationships at Scale with Michael Vedders](https://www.milemarker.co/podcast/how-to-build-deep-client-relationships-at-scale-with-michael-vedders) Michael Vedders, NorthRock Partners