Do Business. Do Life. — The Financial Advisor Podcast — DBDL 152: Triad Members – How to Step Out of Client Meetings and Scale with Matt Dixon & Byron Hurren
In this episode, I sit down with Triad members Matt Dixon and Byron Hurren to break down how True North evolved from a founder-led advisory firm into a scalable, system-driven business.
Just a few years ago, Matt was still running client appointments, and growth flowed almost entirely through him. Byron was another advisor on the team, trying to keep up inside a model that relied heavily on individual talent. Today, Matt is fully out of client meetings, Byron is leading and training a five-person sales team, and the firm is pacing for over $200M in new assets this year.
We unpack exactly what changed — how they replaced personality-driven selling with a repeatable sales process, why conversations are replicated nearly word-for-word, and how training, accountability, and culture turned individual production into firm-wide scale. This episode is a clear look at what it actually takes to grow beyond the founder without losing control of the business.
3 of the biggest insights from Matt Dixon & Byron Hurren…
#1.) Scaling Requires One Process, Not Multiple Styles
True North didn’t grow by hiring more talented closers. They grew by eliminating variation. Once every advisor followed the same repeatable process, results became predictable, coachable, and scalable.
#2.) Selling the Plan Changed Everything
The shift from pitching products to selling an ongoing planning process created clarity for clients and confidence for advisors. Planning became the product, and the team became the value.
#3.) Accountability Is the Growth Multiplier
Weekly training, recorded meetings, and direct feedback created a culture where improvement was non-negotiable. Advisors either followed the process or self-selected out.
SHOW NOTES
https://bradleyjohnson.com/152
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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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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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