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

016: Triad Member - How Building a Business that's Bigger than Him Unlocked $250M+ of Growth Annually with Anthony Pellegrino

Jun 14, 2023

01:56:07

If you’re an advisor who’s building your business, there’s a very good chance you’ve made some grueling sacrifices in return for growth…

Late nights in the office, working on the weekends, and missing important time with family, to name just a few.

It may feel like the only way to grow is to grind; to sacrifice your freedom. That’s what I call the “entrepreneurial lie.” But I promise, there’s a better way. One where you work less, and your business continues to grow.

Today’s guest, Triad member Anthony Pellegrino, is the living proof. Anthony’s business, Goldstone Financial Group, was doing $91M in assets when he started working with Triad. The problem was that he was completely burned out, mentally exhausted, and he was missing life’s most important moments with his wife and kids.

In today’s episode, you’ll hear how Anthony completely shifted his mindset around growth and repositioned the business so it didn’t rely on him to scale.

And despite the fact that he works WAY less, spends more time with family, and vacations for 8 weeks at a time, the business is on pace to reach $250M of new growth in 2023.

3 of the biggest insights from Anthony Pellegrino…

How to shatter the belief that sacrificing your time and freedom is essential for growth.

Discover the invaluable lessons Anthony learned from delivering over 1,000 live presentations. Gain practical strategies to elevate your seminar presentation skills, captivate your audience, and land more appointments.

Uncover the secrets behind Anthony's success, including how he fired himself from operational tasks, empowered his team, focused on his zone of genius, and scaled his practice.

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DISCLOSURE

Compliance Disclosure: These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and 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.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.