1 hr 17 min
004: Triad Member: SHP Financial—Generating $250M of New Assets in a Single Year Do Business. Do Life. — The Financial Advisor Podcast — DBDL
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- Entrepreneurship
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 many other offices out there who are listening in.
This week, I’m talking with the co-founders of SHP Financial: Matthew Peck, Derek Gregoire, and Keith Ellis.
Last year alone, their team brought in $250M of new assets—one-third of which came from client referrals. And the best part? They’ve avoided falling into the trap of “more growth = more work.”
Today, we will deconstruct how they went from being the only 3 revenue producers in the firm, carrying the weight of everything on their shoulders, to building and scaling a team that freed up their time and allowed them to create ultimate freedom in their business and life.
3 of the biggest insights from this episode …
#1 The power of a proprietary process—and how SHP used one to create better solutions for their clients, differentiate themselves from their competition, and build a business that’s exploded in growth.
#2 Why growing your business does not have to come at the cost of your time and freedom.
#3 What it takes to build a revolving door of client referrals. For SHP, ~$80M of new assets came from client referrals in 2022 - and you’ll hear exactly what caused that.
JOIN THE DBDL INSIDER CREW
To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/4
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FOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebook
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.
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 many other offices out there who are listening in.
This week, I’m talking with the co-founders of SHP Financial: Matthew Peck, Derek Gregoire, and Keith Ellis.
Last year alone, their team brought in $250M of new assets—one-third of which came from client referrals. And the best part? They’ve avoided falling into the trap of “more growth = more work.”
Today, we will deconstruct how they went from being the only 3 revenue producers in the firm, carrying the weight of everything on their shoulders, to building and scaling a team that freed up their time and allowed them to create ultimate freedom in their business and life.
3 of the biggest insights from this episode …
#1 The power of a proprietary process—and how SHP used one to create better solutions for their clients, differentiate themselves from their competition, and build a business that’s exploded in growth.
#2 Why growing your business does not have to come at the cost of your time and freedom.
#3 What it takes to build a revolving door of client referrals. For SHP, ~$80M of new assets came from client referrals in 2022 - and you’ll hear exactly what caused that.
JOIN THE DBDL INSIDER CREW
To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/4
FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedIn
FOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebook
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.
1 hr 17 min