Scaling your Financial Advisory Firm? 

Have You Hit a Wall? 

In the journey of wealth management, scaling your firm can bring on a wave of challenges. 

In this episode of Get AdvisorFIT, Olivia Luper interviews Charesse Spiller, the brain behind Level Best, and the creator of the FinOps Co-Op. They discuss the challenges financial advisors face regarding marketing and operations. Charesse provides insight into the top operational problems financial advisors deal with and proposes solutions for them. 

These challenges include: 
⭐ Capacity Constraints: - Whether you're a solopreneur or a multi-advisor firm, capacity can represent a make-or-break constraint. - The key? Efficient utilization of servicing teams & smart solutions to handle staffing fluctuations. 

⭐ Innovation vs. Legacy: - As your firm grows, the innovation bug bites - new processes, better ways of dealing with clients crop up. - But what about your long-standing clients? The conundrum every firm faces - do you remodel old relationships or do you bring in new talent to accommodate? 

⭐ Delegation Dilemma: - You were an incredible advisor. But now, you also need to lead a team. Delegating in such a setting can be a daunting task. Few have mastered it, many are learning. But the key to scaling lies in effective delegation. 

No journey is without its bumps. But being aware of the potential obstacles on your path to scaling can help you dodge them when they appear or even better - preempt them. So, what's your secret sauce to scaling? Share below 👇

If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277 

Learn more about Level Best: https://www.getlevelbest.com/

Connect with Level Best on social media:
LinkedIn: https://www.linkedin.com/company/getlevelbest/
Facebook: https://www.facebook.com/getlevelbest
Twitter: https://twitter.com/getlevelbest

Thanks for stopping by! And don't forget:

Lift Heavy
Invest Often
Market Your A$$ Off

Episode 29 - Charesse Spiller | FA Operations: Problems & Solutions For Each Stage of Business

Calling all entrepreneurs, startup founders, and small business owners in FINANCE!!!!

💡Have you ever considered that your sales process could well be the cornerstone to your business success, not the aftermath? 

✅ In Ep. 31 of my Get AdvisorFIT marketing podcast, top-notch business coach, Brittany Young, helps us explore the concept of treating the sales process as the foundation of entrepreneurship, rather than an end goal. 

📍Here are some key takeaways from our talk: 

- Rather than viewing the sales process as the final step after all the groundwork of projects and networking is completed, consider it as the basis of your business activities. Why? Because it's this process that drives your revenue generation. 

- Spending time, effort, and money on various aspects of your business and then not focusing adequately on the sales process can be counterproductive. 

- An ironclad sales process not only gives you confidence but also ensures you are leveraging the prospects you have worked so hard to acquire. 

- Every entrepreneur evolves along their journey, and this may alter your original, effortless sales approach. This indicates the need for a structured, strategic sales process. 

💼 In the finance sphere, the perennial quest for growth persists. Fostering a robust sales process from the get-go could make all the difference.

Episode 31 - Brittany Young | Permission-Based Sales & Women Empowerment in Finance

In this episode Brian enjoys a Rise IPA by Whalers Brewing Company while chatting with Alex Sonkin, founder of Due Diligence Project - a revolutionary platform of vetted resources that supports over 700 tax focused CPA firms and family offices around the country.

The two discuss how sophisticated and meticulous tax planning really is, and how understanding the tax code is nearly impossible. 

Listen in on where the breakdown is between financial advisors, estate planning/tax attorneys and accountants that are working as one collaborative unit. One person should be the quarterback but who should it be?  Listen to find out.

HAPPY ½ HOUR DRINKS:

Rise IPA by Whalers Brewing Company - Brian rates it a 4 out of of 5 :
https://untappd.com/b/whalers-brewing-company-rise/1519133

Learn more about Alex:
https://duediligenceproject.com/
https://www.linkedin.com/in/alexsonkin/

Learn more about Rivers Edge Advisors: riversedgeadvisors.com/
Connect with Brian Carney on Instagram @riversedgeadvisors_llc
Connect with Brian on untappd.com - brcarney7
More episodes: happy-half-hour.com

Episode 69 - Alex Sonkin | Due Diligence Project

In this episode, Olivia Luper interviews Andrew McIntosh, creator of the 1st Gen Entrepreneurs community. They explore the experience of entrepreneurship, particularly for those who are the first in their families to own businesses. 

Andrew shares the trials and tribulations he faced, as well as the marketing strategies and digital tactics he deployed to promote his community.

They also go over:
-The importance of good form in both marketing and bodybuilding
-The need to combine information with intuition to make meaningful business decisions
-The value of peer networking and advice in biz dev
-The influence of association and mentality on success

So, what are you waiting for? Let’s talk shop.

Learn more about 1st Gen Entrepreneurs and connect with Andrew.
Website: https://1stgen.biz/
LinkedIn: https://www.linkedin.com/in/andrew-drives/

If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277 

▬ Social Media ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
✅Website: 
https://lexiconadvisormarketing.com
✅Facebook:
https://www.facebook.com/2049494635095301
✅Instagram:
https://www.instagram.com/lexiconadvisormarketing/
✅LinkedIn:
https://www.linkedin.com/in/olivialuperlexicon 
✅Twitter: https://www.twitter.com/olivialuper

▬ Contact Us ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
30-Minute Zoom Call: 
https://calendly.com/lexiconadvisormarketing/referraldiscovery?back=1&month=2023-08
✅Email:
olivia@lexiconadvisormarketing.com 

#EntrepreneurshipJourney #BusinessGrowth #financialadvisormarketing

Episode 32 - Andrew McIntosh | Starting and Scaling a Successful Business

In this episode of Happy Half Hour with an Entrepreneur, Brian has a drink with John Gooden, President and COO of MDavis, Inc. - an industrial construction, fabrication, and maintenance contractor based out of Kennett Square, PA. MDavis is a family-owned business that was started in 1870 and is currently in their fifth generation.

Brian and John have an interesting conversation about having a female CEO in a male dominated industry. John explains how they implement their values and work with the clients they like. You’ll also find out how MDavis maintains the loyalty of multi-decade customers. Listen to find out that John means when he says there is endless opportunity right out of high school.

If you only have 10 minutes:
2:12 - Learn about MDavis, their strategic plan, and John’s role in the company

7:21 - John’s career path; from the army, through college, starting at Mdavis (then leaving), and returning and working his way from the field into the office. 

11:12 - Working for a 5th generation trades business with a female CEO

17:10 - Overseeing operations and handling employees - secrets of success!

20:20 - The “Cool Customers”

24:00 - The effects of the pandemic

26:20 - Team members being recognized for their work

28:00 - The rapid fire round (fitness, community involvement, negotiation skills, job satisfaction)

HAPPY ½ HOUR DRINKS:
Hazy Cannon by Heavy Seas Beer - Brian rates it a 4 out of of 5 :
https://untappd.com/b/heavy-seas-beer-hazy-cannon/4040628

Manhattan with Knob Creek Smoked Maple Bourbon: https://www.knobcreek.com/our-products/smoked-maple-bourbon-whiskey/

Learn more about John: https://www.mdavisinc.com/

Learn more about Rivers Edge Advisors: riversedgeadvisors.com/
Connect with Brian Carney on Instagram @riversedgeadvisors_llc
Connect with Brian on untappd.com - brcarney7
More episodes: happy-half-hour.com

Episode 70 - John Gooden | MDavis

Join expert finance marketer Olivia Luper in an engaging conversation with Steven Jarvis, CEO of Retirement Tax Services, as they dive into the world of tax planning. 

Discover how financial advisors can legally minimize tax liabilities for their clients, and learn valuable tips to incorporate tax strategies into your own marketing plans. 

Olivia and Steven also share insights, experiences, and best practices to help you effectively communicate tax savings to your clients. Don't miss out on this must-watch discussion on optimizing tax efficiency in retirement!
#taxplanning  #financialadvisormarketing

Connect with Steven here:
Website: https://retirementtaxservices.com/
LinkedIn: https://www.linkedin.com/in/stevenajarvis/

If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277

Episode 33 - Steven Jarvis, CEO, CPA | Marketing with Emotion: Taxes & Your Money

In this final episode of our podcast, Brian takes the show on the road in front of a live audience at McGlynns Pub in Greenville, DE.

Brian shares his final Happy Half Hour with an Entrepreneur beer with Bob Ashby, Marc Ashby, and Jeremy Hughes, the owners of Ashby Hospitality Group which started out with one restaurant over 35 years ago and has grown to 6 restaurants, a food truck and over 300 employees.

If you only have 10 minutes:
2:29 - Learn about the (mostly) family run business from its start in 1983 to its current legacy

8:00 - The secret to success in the often brutal restaurant industry + the dynamic of entering into a family business as an outsider

12:16 - The process of succession in the Ashby Family following Bob’s retirement

17:45 - Attracting and maintaining talent (spoiler alert: social media plays a role) + the role of the pandemic on the hospitality industry (and subsequently laying off almost 300 people)

24:15 - Acquiring and restoring a landmark in the heart of the University of DE campus

30:00 - Find out what happens when you close a restaurant people love

33:00 - Don’t miss the rapid fire round - community involvement, favorite memories, and the award they’re most proud of!

Thanks for joining us gentlemen, it was a great conversation! Cheers! 🍻

And, that’s a wrap! Sending a massive THANK YOU to our listeners (in 47 countries! 😲)  and past guests (we loved every single conversation 💙)! Cheers! 

To watch the full episode, head to our YouTube channel!

HAPPY ½ HOUR DRINKS:
Taylor's Grog by Mispillion River Brewing Company  - Brian rates it a 4 out of of 5 :
https://untappd.com/b/mispillion-river-brewing-company-taylors-grog/1917751

Learn more about McGlynns: https://www.mcglynnspub.com/

Learn more about Rivers Edge Advisors: riversedgeadvisors.com/
Connect with Brian Carney on Instagram @riversedgeadvisors_llc
Connect with Brian on untappd.com - brcarney7
More episodes: happy-half-hour.com

Episode 71 - Bob, Marc & Jeremy | McGlynns Pub

In this episode of Get AdvisorFIT, host and expert finance marketer, Olivia Luper, sits down with Eric Stein, a powerhouse in the investment industry and partner at East Bay Investment Solutions. 

In this conversation, Eric and Olivia discuss:
• How outsourcing investment strategies can free up advisor capacity and help financial advisory firms achieve their growth goals. 
• The challenges advisors face, the benefits of finding the right investment fit, and how strategic partnerships can ease the load. 
• Unique insight into succession planning, vetting prospects, and the services provided by East Bay Investment Solutions.

Connect with Eric here:
Website: https://eastbayis.com/
LinkedIn: https://www.linkedin.com/in/ericsteincfa/

If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277

Episode 34 - Eric Stein and Olivia Luper | What Can an OCIO Do For You?

🔹Attention Financial Advisors!🔹 Ever thought about leveraging your CRM system to its full potential? Here's how you can step up your game: 👉 

We had the pleasure of hosting Stephanie Dannebaum on our podcast "Get AdvisorFIT," where she shared valuable insights on how technology can enhance the client service experience in financial services. 

📌 Key takeaways from our discussion: 

1️⃣ A well-utilized CRM system can lead to proactive marketing and client service success. 
2️⃣ Stephanie emphasizes on the importance of maximizing CRM software to streamline client data, optimize workflow, and enhance customer service. 
3️⃣ Redtail Technology and Wealthbox CRM are some of the key tools she recommends for advisors looking to revolutionize their practice. 
4️⃣ A shift from traditional roles to a tech-consultant role can be highly beneficial. Stephanie transitioned from roles in investment management and financial planning to leverage her passion for fintech. 

Not just for Millennials, embracing fintech can lead to improved performance and a renewed passion for your role as an advisor! 

Stay ahead of the curve by integrating technology into your practice. Your client base and your wellbeing will thank you!

Connect with Stephanie here:
Website: https://stephaniedannebaum.com/
LinkedIn: https://www.linkedin.com/in/stephaniedannebaum/
Youtube: https://www.youtube.com/channel/UC8n09JZjb7Wtp4-0XaQyEtQ

If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277

Episode 35 - Stephanie Dannebaum | Using Your CRM for Proactive Marketing and Client Service Success

Episode 37 -  Libby Griewe |

Episode 38 - Farewell

GetAdvisorFit with Olivia Luper is a series of interviews with financial consultants and industry experts helping financial advisors strategize, market and grow their business using core fitness values and analogies. Do something today that your future self will thank you for with GetAdvisorFit and listen today.

To learn more about Olivia and how her firm Lexicon Advisor Marketing can help you, visit https://lexiconadvisormarketing.com/. If you'd like to reach out to Olivia on Linkedin you can find her @olivialuperlexicon, and if you’d like to follow Olivia on Instagram you can find her @lexiconadvisormarketing.

Episode 29 - Charesse Spiller | FA Operations: Problems & Solutions For Each Stage of Business

Olivia Luper

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