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

032: Kristin Shea & Clayton Alexander - Principles for Scaling Your Advisory Business

Oct 4, 2023

48:31

Today, we’re doing things a little differently. Instead of our usual interview, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival.

If you’re unfamiliar, it’s a 4-day event that brings together top professionals from the wealth management ecosystem to provide insights, workshops, panel discussions, and exclusive networking opportunities, driving growth and innovation in the industry.

And instead of a stuffy conference room, the event happens entirely outdoors, beachside in sunny California, making it a pretty unforgettable experience.

I’m joined on stage with our Chief Product Officer, Kristin Shea, and Triad Member, Clayton Alexander, who is the founder of Teton Wealth Group.

We’re talking all about one of the biggest struggles we see in our industry, the transition from the “advisor in charge” who is constantly grinding, to a business owner and CEO who empowers their team to scale the business.

3 of the biggest insights from Future Proof LIVE …

Why work-life balance is BS. Find out why you don’t have to sacrifice family to grow your advisory business.

Why “comprehensive planning” doesn’t differentiate you from the competition. Learn how to build a purposeful mission and define what you do better than any other advisor, so you can inspire talent to join your team & give prospects a reason to do business with you.

The single most important question you can ask that will help you determine the health of your company’s culture.

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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.

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