Do Business. Do Life. — The Financial Advisor Podcast — DBDL

020: Triad Member - Checking Your Ego, Replacing Yourself, and Prioritizing Family with Clayton Alexander

Jul 12, 2023

01:35:31

Today, I’m talking with Triad member Clayton Alexander. Clayton is one of the most intentional leaders I know and has learned how to effectively invest in (and empower) his team. As a result, his business has seen exponential growth. And the best part is, he isn’t the one that has to handle everything himself.

For context, in 2021, his company brought in $60M of new assets, 80% of which came from him. As you can imagine, the business consumed his life and resulted in massive burn out.

Compare that to one year later… After making some major changes, the firm did $78M of new assets, and less than 50% came from him.

The big difference? He learned how to let go of his ego, empower his team, and get the heck out of their way!

3 of the biggest insights from Clayton Alexander …

How Clayton used the Enneagram to rebuild the company culture, empower his team, and replace himself as the primary source of new business – leading to $78M of new assets in 2022. [see ep #13 with Ian Cron all about the Enneagram]

How busy advisors can leverage the crucial but often-overlooked executive assistant role to create the best possible work-life balance.

Putting family first and the importance of making sure there are no cracks in the foundation of your most important relationships — including your relationship with yourself.

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