Get the app
Maddi Keegan
Financial advisor and Director of Operations at Frazier Financial Advisors. Successfully merged her solo advisory firm with Frazier Financial Advisors.
Best podcasts with Maddi Keegan
Ranked by the Snipd community
Oct 22, 2024
• 1h 32min
Ep 408: Merging Into A Mid-Sized Firm To Grow Something Together (And Have A Real Piece Of It) with Maddi Keegan
chevron_right
Maddi Keegan, Financial Advisor and Director of Operations at Frazier Financial Advisors, transitioned from solo practice to merging her firm, significantly enhancing her client impact. She shares insights on leveraging SEO for client growth and the importance of networking in shaping her career. Maddi discusses the operational challenges and strategic hiring that helped scale the firm while navigating tax services. Her approach to personalized online engagement and structured goal setting illustrates her commitment to creating lasting client relationships and achieving professional success.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
Get the app