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Advisor Growth Stories: How Leighann Miko increased her capacity 35% by hiring key roles

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Manage episode 477367716 series 3546760
Content provided by Seeds Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeds Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Advisor Growth Stories Begins! đŸ”„

What does it really take to build a thriving, values-driven advisory firm from the ground up?

In our newest episode of From The Ground Up, we're launching a fresh series—Advisor Growth Stories—where we spotlight real advisors who are scaling their firms, breaking norms, and doing it on their own terms.

First up: Leighann Miko, founder of Equalis and co-founder of Avise. After a failed succession plan, Leighann didn’t just pivot—she rebuilt the blueprint for what a modern advisory firm could look like. Focused on serving queer folks, creatives, and women, she turned a “sink or swim” moment into a nearly million-dollar business. đŸ’ŒđŸ’„

If you’ve ever struggled with self-confidence, wondered when to hire, or questioned how to serve niche communities at scale—this is the episode for you. Leighann drops real talk on building systems, hiring before you feel ready, and evolving your role as your firm grows.

🎯 Key Takeaways for Advisors & Business Owners:

  • You don’t need all the answers—just a willingness to adapt.
  • Hiring early = scaling smart.
  • Serving a niche isn’t limiting—it’s a growth superpower.
  • Mentorship can be your next legacy move.

🚀 Whether you're just starting or scaling, Leanne’s story will leave you inspired to grow your business with intention and impact.

Thanks for listening!

Connect with us:

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

Ask Zach and Kelsey a question!

#FromTheGroundUpPodcast #AdvisorGrowthStories #FinancialAdvisors #BusinessGrowth #NicheMarketing #Leadership #WomenInFinance #QueerFinance #RIA #WealthManagement

Ask Zach and Kelsey a question!

  continue reading

36 episodes

Artwork
iconShare
 
Manage episode 477367716 series 3546760
Content provided by Seeds Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeds Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Advisor Growth Stories Begins! đŸ”„

What does it really take to build a thriving, values-driven advisory firm from the ground up?

In our newest episode of From The Ground Up, we're launching a fresh series—Advisor Growth Stories—where we spotlight real advisors who are scaling their firms, breaking norms, and doing it on their own terms.

First up: Leighann Miko, founder of Equalis and co-founder of Avise. After a failed succession plan, Leighann didn’t just pivot—she rebuilt the blueprint for what a modern advisory firm could look like. Focused on serving queer folks, creatives, and women, she turned a “sink or swim” moment into a nearly million-dollar business. đŸ’ŒđŸ’„

If you’ve ever struggled with self-confidence, wondered when to hire, or questioned how to serve niche communities at scale—this is the episode for you. Leighann drops real talk on building systems, hiring before you feel ready, and evolving your role as your firm grows.

🎯 Key Takeaways for Advisors & Business Owners:

  • You don’t need all the answers—just a willingness to adapt.
  • Hiring early = scaling smart.
  • Serving a niche isn’t limiting—it’s a growth superpower.
  • Mentorship can be your next legacy move.

🚀 Whether you're just starting or scaling, Leanne’s story will leave you inspired to grow your business with intention and impact.

Thanks for listening!

Connect with us:

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

Ask Zach and Kelsey a question!

#FromTheGroundUpPodcast #AdvisorGrowthStories #FinancialAdvisors #BusinessGrowth #NicheMarketing #Leadership #WomenInFinance #QueerFinance #RIA #WealthManagement

Ask Zach and Kelsey a question!

  continue reading

36 episodes

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