074: Sara Baker - How to Grow Fast, Avoid Burnout, & Build a Profitable RIA

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

Brad Johnson द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Brad Johnson या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

5M ago 1:22:21

MP3•एपिसोड होम

Today, I’m excited to sit down with Sara Baker, a leader with over 15 years of financial services experience and our President of Triad Wealth Partners.

Sara’s journey began as a Division 1 volleyball player, transitioned through a successful legal career, and ultimately led her to become a leader at two of the largest wealth advisory firms in the country – I’m talking assets north of $240 BILLION!

Bottom line: Sara is sitting on a gold mine of experience, and in this episode, she shares tailored insights that financial advisors will be hard-pressed to find anywhere else (like how to build a profitable fee schedule from Day 1).

If you're looking to grow fast, avoid burnout, and build a highly profitable financial advisory firm, this conversation is packed with actionable advice you can start implementing today.

3 of the biggest insights from Sara Baker …

Proven strategies for rapid growth and avoiding burn out – lessons Sara learned firsthand from working at two of the largest wealth advisory firms in the country!

How to conquer analysis paralysis by adopting a minimal lovable product mindset.

A step-by-step guide to reverse engineer your fee schedule, increase profits, and run your business (and life) the way you want to

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DISCLOSURE

DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information.

Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.

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