Do Business. Do Life. — The Financial Advisor Podcast — DBDL 092: Triad Member - From Stuck to Significance: How to 3x Growth Without Burning Out with Dana & Tyler Dunkelberger
Can you scale your business at breakneck speed without sacrificing the service you provide or your quality of life?
Triad members Dana and Tyler Dunkelberger from Reliance Financial Partners, have proven it’s possible.
Their story is one many advisors will find relatable. Starting as a small team of six, they wore many hats and achieved impressive results, averaging $30M in new assets annually. But with growth came mounting stress, and they eventually hit a plateau. Fast forward to November 2024, they’re on pace for $90M in new assets.
But it wasn’t always smooth sailing. Like many advisors, they found themselves stretched too thin—caught in the grind of endless seminars and meetings while struggling to scale sustainably. They were on the verge of total burnout and realized they’d become their own worst enemy.
Their solution? A radical shift in mindset that prioritized leadership, strategic hiring, and streamlined processes. The result: 3x growth, happier clients and families, and a thriving business that allows them to truly do business, do life.
3 of the biggest insights from Dana & Tyler Dunkelberger …
1.) Unlock Growth Through Strategic Hiring: How hiring new staff and nearly tripling their team size has led to Dana and Tyler nearly TRIPLING their growth.
2.) The Secret to Scaling Without Burnout: Learn how redefining roles and implementing smarter systems helped them achieve exponential growth while preserving their time and energy.
3.) Process Over Product: See how a simple shift to their approach boosted client outcomes and increased their average case size by 4x.
SHOW NOTES
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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.
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