Today, I’m sitting down with Triad members John McNeil and Virginia O’Brien, the father-daughter team behind a 103-year-old family firm, to learn how they grew their net AUM by 20% in just 7 months by combining legacy with innovation.

Mobile Bay Financial Solutions has had four generations of family leadership, and in this conversation, we dive into how it evolved from its insurance roots in 1922 to a modern, full-service financial planning powerhouse with roughly $50 million AUM.

For many advisors, navigating industry changes like compliance, technology, and staying relevant can be overwhelming—especially for family-run firms trying to innovate without losing their identity.

John and Virginia reveal how they modernized their practice, streamlined processes, and deepened client relationships while preserving the values that have sustained their firm for a century.

If you’re looking to innovate and grow without sacrificing your roots, this episode is full of actionable insights.

3 of the biggest insights from the episode …

The Secret to Building Generational Trust: Learn how to keep your clients' heirs by building a multi-generational plan that goes beyond investments and locks in trust for life.

Becoming a 95% Closer: John reveals how their team closes 95% of new business by effectively educating their prospects.

Combining Legacy with Innovation: Discover how to stay relevant and competitive by embracing new systems and technologies without losing your foundational values.

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DISCLOSURE

DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information.

Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.

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