8 episodes
The Financial Advisor Growth Show Mike Garrison
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- Business
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5.0 • 2 Ratings
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How to grow your business through referral based sales and hiring the right team. Financial advisors need to be able to acquire new clients, retain current clients and to hire the right team to help them scale their business. Our episodes feature interviews with current advisors, episodes with practical training and application of referral based sales and the most effective process for hiring team members in the industry.
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Episode 8 - Nick Wolverton
Nick is the owner of Peak Financial Management located in Broomfield, CO. He has a unique story about how he not only decided to become a Financial Advisor, but, also how he decided to pick which firm to join and then to buy.
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Episode 7 - Benton Penn
Benton Penn is a Senior Vice President and Holistic Financial Planner at MassMutual, member of the Million Dollar Round Table with Offices in Lynchburg, Charlottesville & Glen Allen. He has 30+ years of experience in the financial services industry and this episode was a ton of fun. Benton has a tremendous amount of insight into what really drives success in financial services and was kind enough to offer some tips on the future of our industry. Enjoy!
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Episode 6 - Dave Larson with Larson Wealth Management
Dave Larson is the founder/owner of Larson Wealth Management located in scenic Harrisonburg, VA home of the Dukes of James Madison University. A father of 6 and an extremely active member of his community, Dave shares how he got started as an advisor and what he feels is the future for the industry.
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Episode 5: Sheena Magnotta
Sheena is an Associate Advisor with WSC Financial Solutions out of Oakville in Ontario, Canada. This was a really fun episode and her secret to growing her business going forward might be one you want to key on for yourself and your firm.
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Episode 4 - Rick Laymon with Beacon Wealth
Rick has an amazing story. His story is about faith, vision and persistence. Rick picked a path and stuck to it and is now reaping the rewards. His specialty is Biblically Responsible Investing. I think many of you will find inspiration with this episode.
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Episode 3: Andy Young
Andy Young is a Financial Advisor located in Orlando, FL. Andy's story is about discovery, perseverance and faith. Whether you are thinking about a career in financial services, or, you are an older advisor looking for some inspiration, you are going to love this episode.