Joyce Franklin's guest appearances

Joyce Franklin

Financial Advisor Success

IT Visionaries

Alex Mashinsky

John Gray

Scott Clark

Todd Olson

Paul English

Emmanuel Schalit

Eric Anderson

Tim Campos

John Davis

Jacob Ward

Paul Ford

Miles Ward

Charles Schwab

Eric Topol

Cal Henderson

OwlTail

Joyce Franklin is the founder of JL Franklin Wealth Planning, an independent RIA based out of San Francisco that oversees $200 million of assets for 40 families. Joyce built a true boutique financial advisory firm by serving as a personal CFO for high-profile tech executives and positioning herself as a steward of their wealth. Listen in as we dive into how Joyce started out preparing tax returns during the tech bubble of the 1990s, as well as how she turned her tax prep side business into a boutique independent advisory firm. Joyce also shares how she has intentionally maintained a smaller client base that averages around 71 hours of work per client every year, how she became the go-to expert for entrepreneurs and executives building wealth in startups, and why she is now turning her sights to building her staff to create a future succession plan. For show notes and more visit: https://www.kitces.com/263

Joyce Franklin is the founder of JL Franklin Wealth Planning, an independent RIA based out of San Francisco that oversees $200 million of assets for 40 families. Joyce built a true boutique financial advisory firm by serving as a personal CFO for high-profile tech executives and positioning herself as a steward of their wealth. Listen in as we dive into how Joyce started out preparing tax returns during the tech bubble of the 1990s, as well as how she turned her tax prep side business into a boutique independent advisory firm. Joyce also shares how she has intentionally maintained a smaller client base that averages around 71 hours of work per client every year, how she became the go-to expert for entrepreneurs and executives building wealth in startups, and why she is now turning her sights to building her staff to create a future succession plan. For show notes and more visit: <a href="https://www.kitces.com/263" rel="nofollow" target="_blank">https://www.kitces.com/263</a>

Ep 263: Building A High-Touch Boutique Firm Serving Tech Executives As Their Personal CFO with Joyce Franklin

Sarah Joyce

On this episode of IT Visionaries, Sarah Joyce Franklin, EVP &amp; GM Platform, Trailhead &amp; Developers at Salesforce discusses digital transformation, Salesforce’s Customer 360 Platform, and what the role of CIO will look like in the future.  Key Takeaways:  Salesforce’s Customer 360 Platform has everything a company will need all in one The role of the CIO is changing overnight Digital transformation affects the more than the customer and employees     IT Visionaries is brought to you by the Salesforce Customer 360 Platform - the #1 cloud platform for digital transformation of every experience. Build connected experiences, empower every employee, and deliver continuous innovation - with the customer at the center of everything you do. Learn more at salesforce.com/platform

On this episode of IT Visionaries, <a href="https://www.linkedin.com/in/sarahfranklin/" rel="nofollow" target="_blank">Sarah Joyce Franklin</a>, EVP &amp; GM Platform, Trailhead &amp; Developers at <a href="https://www.linkedin.com/in/sarahfranklin/" rel="nofollow" target="_blank">Salesforce</a> discusses digital transformation, Salesforce’s Customer 360 Platform, and what the role of CIO will look like in the future.  Key Takeaways: <ul> <li>Salesforce’s Customer 360 Platform has everything a company will need all in one</li> <li>The role of the CIO is changing overnight</li> <li>Digital transformation affects the more than the customer and employees</li> </ul> IT Visionaries is brought to you by the Salesforce Customer 360 Platform - the #1 cloud platform for digital transformation of every experience. Build connected experiences, empower every employee, and deliver continuous innovation - with the customer at the center of everything you do. Learn more at <a href="https://www.salesforce.com/products/platform/overview/" rel="nofollow" target="_blank">salesforce.com/platform</a>

Digitally Transforming Customer and Employee Experience On One Platform with Sarah Joyce Franklin, EVP & GM Platform, Trailhead & Developers at Salesforce