feed - Part 32

3 Types Of Focused Marketing Approaches To Accelerate Growth Of Your Firm

July 19, 2021 07:06 am 5 Comments CATEGORY: Marketing

In the early days of financial planning, advisors often relied on marketing strategies that were based on a phone book, telephone, and their own ingenuity. As the internet developed, though, advisors became able to reach wider audiences, which has only compounded with the rise of social media. At the same time, advisors identified an emphasis on personalized money management as becoming more prevalent than the use of one-size-fits-all sales techniques. These shifts of focus and opportunity have provided advisors with liberating flexibility around the services they can offer and the clients they can serve; however, they can also be intimidating: how can advisors establish a niche and grow their client base with the right marketing strategy, when there are seemingly infinite ways to market effectively?

Given the dizzying array of marketing options to attract clients, it may help advisors to understand the three primary types of marketing strategies before they select the best approach for them and their firm. The Transaction approach has a culture focused on sales and is comprised of direct marketing campaigns such as workshops, direct mail, and ads to generate leads. Advisors who choose this approach rely on a numbers game of maximizing outreach to prospects, focusing on raising awareness of the firm, and capitalizing on call-to-action conversion. Alternatively, advisors may opt for a Relationship approach, which has a focus on service, and relies on clients, centers of influence, or community connections for referrals. Lastly, advisors may lean into an Expertise approach, which focuses on education. With this approach, advisors leverage their thought leadership by creating publications and offering workshops, for example, in order to establish themselves as experts in a particular niche.

Fortunately, advisors can identify an appropriate marketing approach relatively easily by assessing their firm’s style. Large firms that are willing to pour money into their marketing campaigns, looking for quick results, and have sales-driven cultures would likely find the most success in a Transaction approach to marketing. On the other hand, firms that focus on close-knit communities and who seek to provide a high-level client service experience for a large client base might benefit from a Relationship approach. Finally, smaller firms with energy (in lieu of financial resources), an education-based mindset, and that seek a specific type of client would be likely to find an Expertise approach most suitable. While each of these approaches can be helpful and has its own set of merits, it’s important to remember that there is no foolproof marketing method for advisors. It’s all about the approach that is most sustainable and that works best with the firm’s unique style!

Once advisors have determined which marketing approach best fits their firm, they can move into action to design a suitable marketing strategy. A firm looking to foster a Relationship approach to their marketing may decide to review their client experience, create marketing materials for their centers of influence, or host an annual holiday open house, whereas a firm choosing an Expertise approach may develop weekly blogs or a podcast. Advisors might also choose to incorporate a blend of different approaches, adopting a primary marketing approach serving as their top priority strategy, with auxiliary activities involving a secondary approach. Other advisors who have realized they want to transition to a different approach can begin to gradually shift their marketing investments of time, money, and energy towards the new approach, while letting original marketing resources gradually trickle over.

Ultimately, no matter what approach advisors end out using, being thoughtful, intentional, and dedicated can help them ensure they stay on the right track to effectively market their firms. Investing the time and energy to find the right marketing approach can make all the difference in ensuring not only that advisors are providing the best service and experience to their clients, but also that the right clients are being attracted to the firm!

#FA Success Ep 237: From Client Services Associate To President And Partner By Building Systems And Culture, With Brittany Anderson

July 13, 2021 07:04 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 237th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Brittany Anderson. Brittany is the President and Partner at Sweet Financial, a hybrid RIA in Fairmont, Minnesota that manages $860m in assets for 1,100 households.

What's unique about Brittany, though, is that she joined Sweet Financial directly out of college as a client service associate, and in the 15 years since, has moved progressively through the ranks, ultimately taking on the role of COO and now becoming the firm’s president and one of its owners.

In this episode, we talk in depth about how Sweet Financial has been able to steadily grow towards the $1 billion milestone despite being located in a rural Minnesota town with a population of just around 10,000, how Brittany’s firm hires new team members into salaried support roles so they can develop and learn within the firm’s culture (staying in those positions for as many as five years before becoming advisors and only then starting to gradually assume lead roles on client relationships), and how Brittany is able to recruit talent to work in a small town by treating job ads as marketing pieces and seeking to attract good cultural fits first and foremost (and then working later on teaching the technical skills).

We also talk about how Brittany and Sweet Financial concentrate on four main business development channels, including creating dedicated platforms to help women who are navigating major life transitions and to advise business owners on building culture and growing their businesses, how Brittany has implemented the Entrepreneurial Operating System as a means to set a three-year vision in order to keep the firm systematically and deliberately moving forward, and how it’s that EOS-driven three-year vision that acts as a filter through which Brittany examines various business opportunities and initiatives, to ensure the firm is only pursuing those which move the firm towards the vision that’s been set.

And be certain to listen to the end, where Brittany shares how she’s eschewed trendier marketing channels and instead has found continued success with longer-term drip email campaigns (noting that the key to staying at the top of prospects’ minds is wholly reliant on consistency), the challenges that Brittany faced as she transitioned out of the boots-on-the-ground operations role to become the leader of the firm with a responsibility to direct, inspire, and lead her team into action, and why Brittany feels that, with women controlling more wealth in the country than ever before, there’s never been a better time for women, in particular, to come into the financial advice industry and serve women of wealth from a female perspective.

So whether you’re interested in learning how Brittany and Sweet Financial have generated such impressive growth in a small rural town, about her journey from intern to President of her company, or how she leverages email drip campaigns, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Brittany Anderson.

Creating Sustainable Growth And Happiness Through The Right Mindset And Habits

July 12, 2021 07:04 am 3 Comments CATEGORY: Personal/Career Development

We’re all aspiring to grow into better advisors, with more clients, better niches, or bigger firms, but sometimes realizing that growth can be another challenge entirely. When we’re looking to grow, we may look to the most successful advisors, but feel that we can never truly emulate them due to a lack of time, networking, development know-how, or any other resources. In reality, those ultra-successful advisors have one secret weapon: mindset. Advisors who have a growth mindset, rather than a fixed one, are the ones most likely to see results!

Rather than having an exclusive growth mindset or fixed mindset, though, most of us tend to flex somewhere between a fixed and growth mindset. Whereas a fixed mindset tends to avoid challenges and criticism, ultimately plateauing more often than not, a growth mindset will embrace challenge and criticism, persisting through setbacks to reach increasingly higher levels of achievement. Therefore, in order to succeed, advisors can start by focusing on developing a growth mindset as an attainable goal, and cultivating the habits that sustain high performance in order to get there.

Importantly, high performance is not about grinding one’s way to success no matter the cost; instead, it’s more about sustainable success and achieving a lot without sacrificing too much. Accordingly, the key to high performance is in finding a balance between reaching goals and sustaining well-being and healthy relationships, which is supported by six primary attributes that are characteristic to help them efficiently overcome the roadblocks that come their way: clarity, energy, purpose, courage, and productivity.

To start, advisors can take a closer look at what may be holding them back. For example, many advisors fall into the ‘busyness’ trap, citing lack of time as their primary reason for not growing. Another common pitfall is a negative association with sales. Many advisors enjoy the art of financial planning and/or investment management and making a difference in others’ lives, but they shy away from the sales aspect. Lastly, and perhaps most critically, advisors can run into subconsciously limiting beliefs.

Each of these roadblocks is a common challenge faced by many advisors. To overcome these challenges, advisors can start by conducting a high-performance audit to help them identify their subconscious limiting beliefs (which we all have!) and assess their strengths. From there, a roadmap can be developed to bolster their most impactful key strengths and to develop weaknesses, one by one.

Ultimately, for financial advisors who have adopted a growth mindset, getting stuck is just part of the growth cycle. Getting past setbacks generally starts with self-understanding, having a clear purpose, developing a sustainable action plan, and committing to the courage and focus needed to implement the plan. The great news is that advisors who take the time to find and address their weaknesses, pivot, and create sustainable plans of action to resolve one weakness can reuse these principles again and again, to eventually reach their goals—and even to exceed them!

#FA Success Ep 236: Crafting A Comfortable Sales Process Focused On Relationships And Relevance, With Shauna Mace

July 6, 2021 07:03 am 2 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 236th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Shauna Mace. Shauna is the founder of Inspire Growth, a sales consulting firm that helps financial advisors establish and refine their business development processes to more systematically convert leads into clients.

What's unique about Shauna, though, is her focus on helping advisors achieve real growth results without coming across as “too salesy”, by instead teaching advisors how to create relevance for prospects by actively listening to their responses to open-ended questions, uncovering their needs, and demonstrating what working together would really entail.

In this episode, we talk in depth about Shauna’s three goals of listening during initial meetings with leads, which include determining if the lead would be a good fit for the advisor, uncovering their most pressing needs, and booking the next meeting to keep moving forward (if appropriate), the importance of asking the potential client for permission as they move through the four stages of the sales process from being a lead all the way to being either “won” or “lost”, and Shauna’s suggested cadence for following up with prospects… as many as seven times over the span of a month.

We also talk about the gaps that Shauna finds that advisors have in their business development process, particularly when it comes to overcoming the mindset that they simply “aren’t good at sales” (which can otherwise lead advisors to not prioritize developing those skills as a result), the ways that Shauna helps her financial advisor clients bridge those gaps by systematizing the workflows, templates, and execution of a sales process so they can feel more confident in their ability to grow, and the key performance indicators that Shauna feels best measure whether or not the dollars an advisory firm is allocating towards marketing are being used effectively.

And be certain to listen to the end, where Shauna shares her experiences going out on her own to launch her new consulting business just as the world was coming to grips with the reality of the pandemic, the importance of having an action plan for each and every day and executing on that plan (especially when you’re in the early stages of growth), and the emphasis that Shauna puts on prioritizing self-care and setting personal goals (both for herself, and the advisors she works with) as a means of managing the inevitable stresses that arise from being an entrepreneur.

So whether you're interested in learning about how Shauna helps advisors systematize their sales process, the prospect follow-up sequence she recommends, and the key sales KPIs that advisors should be tracking, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Shauna Mace.
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#FA Success Ep 235: Aligning Your Advisory Firm With Your Own (Progressive) Values, With Georgia Lee Hussey

June 29, 2021 07:08 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 235th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Georgia Lee Hussey. Georgia is the Founder and CEO of Modernist Financial, an RIA in Portland, Oregon that offers deep financial planning services to 46 affluent households for a combination of retainer and AUM fees with a $17,500 minimum fee just to get started.

What's unique about Georgia, though, is how she actively seeks to align her own personal values with the values of her advisory firm, the values of the clients that she serves, and the impact that she creates not only for the community she lives in, but on the broader financial services industry as well.

In this episode, we talk in depth about how Georgia went through the rigorous process to qualify as a Certified B Corporation in order to create a structure that would keep herself and her firm accountable for its decisions and actions, Georgia’s “conscious capitalism” approach that prioritizing having a positive impact and running a profitable business are not, contrary to popular belief, two mutually exclusive goals, and why Georgia's clients, more often than not, view her not just as someone to whom they can delegate to, but as someone who can hold them accountable and to be more intentional with their money and financial decisions.

We also talk about Georgia’s planning process itself, which leverages the Money Quotient framework across a series of five onboarding meetings, why Georgia engages in two full-day retreats with new clients specifically to give them the space and time to discover their goals, envision what they want their lives to look like, and figure out how to align their financial decisions with those goals, how Georgia proactively discusses politics in her client meetings as a way to broaden the discussion around how the financial decisions that we make affect the world around us (and as a means of helping her clients gain better clarity around their own relationship with money), and why Georgia’s favorite part of the entire planning cycle is in helping her clients actually implement her recommendations, which can take some clients up to three years to complete because of the depth of the firm’s planning recommendations.

And be certain to listen to the end, where Georgia shares her own background as an artist coming into the financial services industry and how her own involvement with opening and running community events translated directly into generating business as an advisor, how Georgia’s first two jobs in the industry helped her figure out the sort of business she wanted to build and to prove to herself that clients would pay what she felt her time was worth as an advisor, and how that, although being the CEO of a successful advisory firm can sometimes be lonely, Georgia has found fulfillment and satisfaction by building a community of entrepreneurs and business leaders with shared experiences.

So whether you’re interested in learning about Georgia’s focus on having a positive impact both in her community as well as the financial advice industry, how she incorporates the Money Quotient framework into her planning process, or how she’s intentionally building her business to align with her values, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Georgia Lee Hussey.

Client Checklist On Document Retention: What To Keep And What To Shred

June 28, 2021 07:07 am 3 Comments CATEGORY: Practice Management

Despite the ongoing shift to an increasingly digital world of automatic electronic verification of everything from transactions to identity, the reality is that today, there are still a number of documents that individuals must be able to provide to various companies, regulators, or government agencies. In some cases, those entities will at least accept digital copies of the relevant paperwork or supporting documentation, while in other cases “original” hard-copy versions are required. Which in practice has made it extremely difficult for many households to even figure out what to keep in physical form, what can be scanned and retained digitally, what can be discarded, and what must be shredded.

In practice, though, there is no hard-and-fast rule about what documents should be retained (or not). The process of figuring out “what to keep” (in physical or digital format) and “what to shred” depends on the nature of the document and what it will be used for.

For instance, tax documents generally only need to be kept for 6 years (the statute of limitations, even if there is a substantial misstatement of income), and under Revenue Procedure 97-22, such documentation can be retained entirely in digital (and not physical) format, as long as the scanned/photographed copy contains all of the relevant information.

On the other hand, documents pertaining to personal identification (e.g., Social Security card, birth certificate, and Driver’s license) must be kept in original physical form (and should be kept permanently), along with key legal documents (e.g., Wills and trusts and Powers of Attorney), in order to be able to help prove their authenticity.

When it comes to the documentation of assets and liabilities (from real estate or other ownership records, to credit cards, mortgages, and other debt), records must be retained as long as the asset is owned (or the liability is owed). Or in the case of documentation like insurance claims, as long as the claim remains open.

Storage of key documents in practice will vary by household, but important physical documents are typically stored in a home safe, a safe deposit box (though important legal documents should not be held there, as they may be necessary to access the box, which is impossible if they’re in the box!), or even the safe of an attorney’s office. For those that prefer digital storage (for documents that can be stored digitally), external hard drives and thumb drives have long been popular, although cloud-based solutions are increasingly popular (particularly for their redundant back-ups, and the ability with some systems to designate Trusted Contacts to access the information in the event the primary owner is deceased or incapacitated).

Ultimately, a checklist of key documents to retain (and how long to retain, and in what form) can be helpful as a way to be certain that all the important documents are covered. For financial advisors, this can actually be a pathway to reinforce value for clients, by actually going through such a document checklist with clients, helping them determine what to keep and what to discard, and even offering ‘shred-it’ days for clients to help them get their own financial households better organized!

Equity Compensation Planning As A Niche: Market Opportunity And Differentiated Value

June 23, 2021 07:06 am 5 Comments CATEGORY: Taxes

There are many aspects of equity compensation that benefit both employers and employees, making it an attractive and lucrative niche for financial advisors. And while some financial advisors may be met with some basic challenges to establish a practice in this space, those who invest time to learn about the industry and its planning nuances may find ample business opportunities and a rewarding level of success.

There are three primary tiers of equity compensation recipients, the first of which includes C-suite executives. These employees receive numerous and sizable grants from their company and may greatly benefit from financial planning services but, while the C-suite executive may be the most financially promising client, they are generally also the hardest to engage by advisors not already affiliated with the company, as these employees are often already provided with comprehensive advisory services (provided by a wide range of competing providers of equity compensation guidance) as part of their employer benefit packages. The second tier includes the middle management group of directors and other critical staff, who represent a client ‘sweet spot’ for advisors to target. These prospects tend to be high-net-worth individuals with substantial stock holdings and options, but without the same access to comprehensive financial guidance that C-suite executives may receive. The last tier of equity compensation recipients includes non-executives and non-key employees who tend to receive the least generous benefits. While these employees may not generate much revenue for financial advisors outright, they should not be dismissed entirely – not only do they hold potential for their own financial growth, but they also help financial advisors better understand the company’s benefit plans and can serve as a valuable referral source.

In addition to identifying and pursuing their ideal equity compensation client, advisors will also need to develop a systematic process to analyze the broad spectrum of equity compensation benefits that a company offers its employees. This process generally consists of valuation and investment risk analyses and is often followed by some degree of tax strategy modeling, depending on the complexity of the client’s benefit package and their particular planning needs. Advisors will need to gather key information not just about the equity compensation plan itself (e.g., the client’s grant summary statement and vesting schedules, along with information about the company shares the client may already own), but also about the client’s other portfolio assets and tax situation. Helping clients understand how best to manage their options through tax-efficient diversification strategies can be an invaluable service, and showing clients exactly how to optimize their assets in the broader scope of their comprehensive financial planning goals will undoubtedly go a long way not just in building client awareness and trust, but in also creating valuable referral credibility and networking opportunities through existing clients.

Ultimately, the key point is that the equity compensation niche can be an attractive and rewarding opportunity for financial advisors, and by investing resources in seeking out prospects that work for particular companies, advisors can begin to really lean into and grow their niche. Financial advisors need not be intimated by large advisory firms who may seem to be competitors in the equity compensation space, as middle-tier employees provide ample opportunities for independent advisors to offer valuable and high-quality guidance, offering both the client and the advisor a rewarding planning-oriented experience!

#FA Success Ep 234: Charging Advice Fees To Help Clients Change Their Money Script, With Yohance Harrison

June 22, 2021 07:02 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 234th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Yohance Harrison. Yohance is the founder of Money Script Wealth Management, an RIA based in Cedar Hill, Texas that offers ongoing financial planning services to 225 upwardly mobile young healthcare professionals for a combination of monthly subscription fees and getting paid for subsequent implementation.

What's unique about Yohance, though, is that the value he offers to his clients revolves around helping them identify and change their own preconceived notions about (and relationship with) money – their personal money scripts – to help them make money decisions that are better aligned with their financial goals.

In this episode, we talk in depth about how Yohance helps his clients recognize and understand their personal money scripts (which often influence our financial decisions without us even being aware it’s happening) and what Yohance does to help them subsequently change their money scripts for the better, how Yohance developed his niche serving physicians and other healthcare workers (and how he helps them not become a target for other family members when they suddenly start generating a higher income), and how early in his career, Yohance recognized that his lack of having a “natural market” meant that his best path to success would be to get better focused on a value proposition that could bring referrals to him instead.

We also talk about Yohance’s financial planning process itself, how he starts with a deep examination of a client’s budget to find the various paths they can take to make small incremental changes in order to make progress towards their long-term goals, how Yohance positions and prices his various monthly subscription fee tiers (ranging from Silver to Diamond) so he is able to effectively (and profitably) serve clients all along the complexity spectrum, and how, by going outside of his comfort zone to include a request for referrals as part of his email workflow (rather than asking for them in a meeting), Yohance has enjoyed the highest rate of growth he’s ever seen.

And be certain to listen to the end, where Yohance shares how he gives clients personal links to his calendar as a deliberate means of creating a business model that actively promotes access to financial information and advice, Yohance’s own experience with building diverse and inclusive teams and how the best way for the industry to attract diverse candidates is by putting diverse advisors into leadership roles, and how Yohance has come to appreciate how much greater his impact and reach can be as a financial advisor after he realized he needed to start building out his own team in order to reach more clients.

So whether you’re interested in learning about how Yohance helps his clients re-write their own money scripts, the process that he’s developed and honed around asking his clients for referrals, or how he actively works to create and promote access to financial advice, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Yohance Harrison.

Managing Clients That Use Other (Conflicting) Sources Of Advice

June 16, 2021 07:09 am 0 Comments CATEGORY: Client Trust & Communication

Humans are social creatures, and as such, we like to make decisions when we are backed with social support. This very much includes financial decisions, and research has often documented this human tendency in the context of investments and portfolio behavior. Simply said, it is normal and common to get advice from multiple sources when making an important decision. Which for financial advisors who are aiming to be the ‘quarterback’ or primary source of advice for their clients can be frustrating as the client seeks out and incorporates other (potentially conflicting) advice.

Yet, what is often not discussed is how to benefit when ‘other’ advice – given to the client by someone other than the financial advisor – finds its way into the financial planning relationship. After all, while seeking out and incorporating multiple opinions from various sources is not common in financial planning, the medical field tends to actively encourage patients to seek second opinions and even to work with multiple doctors! As ultimately, seeking out and finding additional sources of guidance to affirm – or alternatively, finding conflicting sources and eventually reconciling them – can actually build the client’s confidence that it is the ‘right’ course of action and that it is time to take action! Or stated more simply, the truth of the matter is that people are often happier about their decisions when lots of people agree with them!

Still, though, clients seeking out other (and potentially conflicting) sources of information can create frustrations and challenges in the advisor-client relationship. Accordingly, the starting point when it comes to dealing with ‘other’ advice is to get a handle on what ‘other’ advice their clients are getting, and to have a way to discuss it (and even to incorporate it into the client’s own financial plan, if it’s good advice that should be followed!).

For instance, a client who has relied on financial advice from a close family member, who they hold in very high esteem, may mention one of their recommendations that they would like to implement. In this case, it would behoove the advisor to treat the recommendation with respect and, if possible, to incorporate this 'advice’ into the client’s plan. If the recommendation is not sound, or deemed not to be in the client’s best interest, the advisor can still delve further to explore the clients’ sources of advice and even leverage the client’s existing blocking points to help them find a better path (e.g., if the client received a hot stock tip from their brother and is asking their advisor’s opinion about it, clearly they’re not yet sold on the idea or they wouldn’t be asking, and simply reflecting back to the client that they’re hesitating from acting and inviting them to consider why can help them talk themselves out of the problematic advice!).

Ultimately, though, the key point is simply to recognize that when clients seek out advice from others, it’s not necessarily a negative statement about the financial advisor, and can actually help the client build momentum towards taking action. As a result, being able to candidly discuss this other advice can be useful for advisors, either to support their consensus-seeking exercise, or at least to better understand their clients and how they make decisions. Additionally, by making small changes to the ways that advisors learn about their clients’ other relationships, financial advisors can elucidate important relationship dynamics between clients and those sources, which can result in opportunities to create more holistic plans that make clients happier!

#FA Success Ep 232: Turning Your Personal Passion (For Financial Literacy) Into A Personal Brand, With Jamie Bosse

June 8, 2021 07:03 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome back to the 232nd episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Jamie Bosse. Jamie is a financial planner at Aspyre Wealth Partners, an RIA in Overland Park, Kansas that manages just under $500m in assets for 275 families.

What’s unique about Jamie, though, is how she’s been able to balance her own responsibilities within a firm that serves affluent clients, with writing a series of children’s books on personal finance and a soon-to-be-published “grown-up” book addressing many of the money issues that young parents face, as she crafts her own personal brand as the “Money Boss Mom”.

In this episode, we talk in depth about how Jamie found that creating content for Aspyre that spoke about financial decisions and issues she was making as a parent resonated with (and began to attract) a younger client base, how a “teachable moment” with her son was the inspiration for her first children’s book, “Milton Brings Home The Bacon”, the mechanics of the publishing process that Jamie had to navigate to bring that book to life, and how Jamie has found that the value of being a published author isn’t in book sales per se, but rather the goodwill that having a book brings to herself as a planner, as well as to the firm she works for, which benefits from the additional reach that Jamie’s brand can bring.

We also talk about how Aspyre charges both an AUM fee as well as a separate financial planning fee for their more ‘traditional’ clients (and how they think about the value they bring to the table when the all-in fee can approach 150 basis points), Jamie’s role in expanding the service model of Aspyre to serve next-generation clients that Jamie has been able to help attract to the firm, the subscription fee business model the firm implemented and the technology it's using to make next-generation client meetings more efficient, and how Aspyre has been testing out a surge meeting structure in order to create space to work on bigger picture projects within the firm (as well as the challenges that they’ve faced as they learn how to make surge meetings work for them).

And be sure to listen to the end, where Jamie shares how her own career journey, from starting at a firm that ended out being too small, to working at a bank that was too big, before settling in at a mid-sized RIA that was ‘just right’, mirrors the career progression of so many young planners as they find their right fit over the span of three career jumps in their early years, the lessons Jamie has learned around the importance of maintaining professional relationships and not burning bridges (because the financial advisor community isn’t all that large, and you never know who you’ll run into later in your career), and why Jamie feels it’s so important for younger planners to get involved in the advisor community as a way not only to give back to the profession, but to stay connected as well.

So whether you're interested in learning about how Jamie balances her personal brand as an author with her responsibilities within her firm, the process she uses to publish her books, or how she helped broaden the focus of her firm to be able to serve next-generation clients effectively, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Jamie Bosse.