))
The Habits That Led This Advisory Firm To 10x Business with Brian Vendig
Manage episode 508060089 series 3672535
How do you 10x a financial advisory business in 10 years and build a team that can keep outperforming in an AI-driven world?
In this episode of High Performance Financial Advisor, we’re joined by Brian Vendig, President of MJP Wealth Advisors. Brian shares the strategies and habits that have propelled his career to leading a fast-growing advisory business.
Brian is a Top 200 RIA recognized as one to watch, he holds 25 years experience across finance, venture capital and accounting and grew his firm by 10x in as many years, to name but a few of his achievements.
There’s a wealth of valuable insight in this episode for any financial advisor who wants to perform at the top levels - and stay there.
Covered in this episode:
- How Brian 10x’d his firm in just 10 years.
- Creating a culture that drives high performance among advisors.
- Habits and traits of top-performing financial advisors.
- Differences between large and small firms, and how Brian took the benefits of both into his firm.
- Why people think of financial advice as a sales job - and why they’re wrong.
- How to stay ahead of AI advisors.
- What firms are looking for in financial advisors today.
- The questions advisors need to answer to truly meet client needs.
- And more…
Be sure to subscribe to the High Performance Financial Advisor podcast on your favorite podcast platform, so you never miss an episode.
LEARN MORE
Radium Search - https://radiumsearch.com/
MJP Wealth Advisors - https://www.mjpwealthadvisors.com/
CONNECT
Tony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/
Brian Vendig on LinkedIn - https://www.linkedin.com/in/brianvendig/
LISTEN
Spotify - https://open.spotify.com/show/0xmUJfkTaCbnXLr1nxBsWG?si=2b3060f5bc03472d
Apple Podcasts - https://podcasts.apple.com/us/podcast/high-performance-financial-advisor/id1822236674
YouTube - https://www.youtube.com/@RadiumSearchUS
11 episodes
Share
