Behind The Advisor Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner
Aug 21, 2024
In this talk, Jason Speciner, founder and CEO of Financial Planning Fort Collins, shares his journey of transforming his firm from a blog into a thriving financial advisory. He discusses the challenge of fostering team dynamics and implementing specialized roles, which significantly enhance client service. Jason highlights the importance of balancing entrepreneurship with personal life and celebrates team achievements as a motivator. He also emphasizes integrating tax preparation into financial planning for improved client satisfaction and operational efficiency.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Transforming Financial Services: From Blog to Advisory
02:14 • 17min
Evolving Financial Services
18:55 • 9min
The Value of Specialization in Ensemble Teams
28:22 • 4min
Balancing Act: Entrepreneurship and Life
32:04 • 10min
Celebrating Success and Fostering Growth in a Team
42:16 • 1min
Integrating Tax Preparation into Financial Planning
43:43 • 13min