In this episode, NextGen advisors Leah Weinberg and Casey Kotter, joined by Osaic's Jenny Le, share their transformative journeys in the financial advisory world, emphasizing growth, mentorship, and the power of adaptability. Leah discusses her transition from corporate finance to a multi-generational practice with her father, leveraging her expertise in M&A to streamline operations, scale the business, and focus on client relationships. Casey reflects on his evolution from intern to advisor, helping small business owners align their personal and business goals while mentoring younger advisors to take on parts of his practice. Together, they reveal how Osaic's resources, including leadership support, coaching, and the Wealth Management Platform, have been game-changers in driving scalability, simplifying investment processes, and enhancing client service, offering key insights for building a thriving, future-focused advisory practice. Episode Highlights: Leah shares her journey from corporate finance to joining her father's multi-generational financial advisory practice, driven by a desire for deeper human connection and a shared vision for sustainable growth. Casey reflects on his inspiring journey from a college internship to becoming a financial advisor, emphasizing his passion for numbers, dedication, and eagerness to learn, which helped him build meaningful client relationships and professional growth. Leah and Casey discuss their paths of professional growth, with Leah pursuing advanced certifications to specialize in high-net-worth clients and build confidence, while Casey blends formal education with collaborative learning to refine his skills and broaden his perspective. Leah and Casey describe how they leverage Osaic's resources, with Leah participating in programs like Jumpstart and Advisor Wealth Academy while chairing the NextGen Council, and Casey utilizing coaching, leadership support, and the NextGen community to mentor younger advisors and drive succession planning. Casey explains how he grows his practice by focusing on small business owners who are less structured, helping them align their business and personal financial goals, while mentoring younger advisors to take on parts of his business, enabling him to focus on his top clients. Leah outlines her growth strategy, focusing on targeted M&A and using her corporate finance expertise to identify succession opportunities, streamline operations, and scale the business while keeping client relationships a top priority. Heather and Leah emphasize the importance of flexible, salaried compensation structures to attract and retain young advisors, with Leah's practice implementing a tiered salary model that ensures financial stability while fostering growth. Leah and Casey highlight how they leverage Osaic's Wealth Management Platform (WMP) to drive scalability and efficiency, with Casey utilizing portfolio models to streamline client management, while Leah shifts to third-party managers on the UMA platform to simplify investment selection and consolidate client accounts for enhanced service and growth. Resources Mentioned: Leah Weinberg, CFP®, CDFA on LinkedIn Weinberg Financial Group Casey D. Cotter, CFP®, CRPC® Integrated Financial Group Financial Planning Jump Start Wealth Advisor Academy Osaic NextGen Community - - - Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., and Osaic FS, Inc. broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. AdTrax: 7377534
