The 5 Pillars to Scaling Your Advisory Business with Shawn Sparks

Описание: In our industry, it’s all too common to treat revenue numbers as the ultimate scoreboard. But if that’s your only game plan, not only will your progression hit a ceiling, but burnout is inevitable.

Today, I’m sitting down with Shawn Sparks of Triad Partners, to talk about what it means to truly succeed as a financial advisor.

Think about it this way… If your numbers are on the rise, but your family is eating dinner without you most nights, is that really how you’d define success?

In this episode, Shawn shares a much better approach to building a business; one that gives financial advisors unlimited growth, freedom, and joy. Or as we define it, a “Do Business. Do Life.” approach.

You’ll hear how we’re uniquely positioning ourselves at Triad to serve advisors at the highest level, why freedom doesn’t have to come at the cost of growth, and what it takes to scale without becoming a victim of your own success.

KEY TAKEAWAYS

00:00 How to get everything you want in life
04:42 A thirst for knowledge
10:16 Little hinges swing BIG doors
11:44 The traditional FMO offering fails to serve advisors
18:06 The key to building a world-class business
22:13 Unlimited growth, freedom, and joy
26:19 Most Financial Advisors make this mistake
29:23 Why most financial advisors burnout
37:28 The secret to building a great business
43:46 The fuel for company growth
47:49 Use this marketing strategy!
48:48 Is your marketing plan getting you actual results?
52:42 A duplicatable and scalable sales process
59:03 The 3 types of financial advisors
01:11:06 If the culture is right, success is inevitable
01:15:46 From complete burnout to doubling his business

Get access to the full interview by visiting https://bradleyjohnson.com/2

#ShawnSparks #TriadPartners #financialadvisor

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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. Triad Member case studies may not be representative of all Triad advisor experiences, individual results will vary.

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