028: Triad Member: BAM Advisory Group – How Empowering a Team Unlocks Exponential Growth
Today, I’m joined by Triad Members and husband-and-wife power duo David & Kristy Afraimi, the founder and COO of BAM Advisory Group. In 2018, BAM Advisory gathered $17M in new assets with David as the sole producer. In 2023, the team is on pace to bring in $60M in annual new assets, hit $100M in […]
024: Triad Member—Vantage Point Financial: Shifting to a Leadership Mindset to Unlock Multi-Office Growth
We have a special episode today as I’m joined by Triad members Jeremy Reiland, Nick Reiland and Tim Kuntz of Vantage Point Financial. With offices in the Chicago, St. Louis and Detroit, Vantage Point Financial have set themselves apart by trademarking their holistic approach to retirement — The Elevated Retirement Plan™. In 2022, Vantage Point brought […]
020: Triad Member: Clayton Alexander – Checking Your Ego, Replacing Yourself, and Prioritizing Family
Today, I’m talking with Triad member Clayton Alexander. Clayton is one of the most intentional leaders I know and has learned how to effectively invest in (and empower) his team. As a result, his business has seen exponential growth. And the best part is, he isn’t the one that has to handle everything himself. For […]
016: Triad Member: Anthony Pellegrino—How Building a Business that’s Bigger than Him Unlocked $250M+ of Growth Annually
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 […]
012: Triad Member: Tom Jacobs —Doubling Business by Letting Go, Empowering Your Team, and MASTERING Seminars
For many advisors, the idea of running a seminar conjures up images of wasted time, low ROI and an audience just there for a free dinner. But for Triad member Tom Jacobs, seminars have been the key to growing by more than 11x in just six years In today’s episode, I talk with Tom about […]
008: Triad Member: Dan DeVerna —The Client Referral Strategy that Resulted in $36M of New Assets
In a saturated industry, relying on the same old lead generation tactics can make it difficult to stand out. But when earning referrals and bringing in new assets are your lifeblood, blending in isn’t an option. So how can you set yourself apart? Today, I’m talking with Triad member Dan DeVerna, the founder of DeVerna […]
004: Triad Member: SHP Financial—Generating $250M of New Assets in a Single Year
Once per month, we’re going to release a special episode with one of our Triad members that highlights their story and shares the lessons learned from building and scaling an advisory practice. My goal is to have genuine conversations that dig into the good, the bad, and the ugly so that we can help as […]