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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Oct 22, 2019

Jeff Dobyns is the founder of Southwestern Investment Group, a hybrid advisory firm that oversees nearly $3.5 billion of assets under management. Today Jeff joins the show to discuss how he has developed next generation talent in his firm by only hiring new advisors in their 20s and giving them the opportunity to learn alongside experienced advisors.

In this episode, you’ll hear about the mentoring program Jeff’s firm has built, as well as how the firm compensates these new advisors as they are learning. Listen in to discover why Jeff prefers not to hire experienced advisors, what tasks his firm ends up giving to the new advisors, and the marketing technique his team uses to grow their business.

For show notes and more visit: https://www.kitces.com/147 

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