Advisor Growth Stories: How a People-First Mentality Translates to Growth скачать в хорошем качестве

Advisor Growth Stories: How a People-First Mentality Translates to Growth

Financial advisors — if you’ve ever wondered how to grow your business without cold calls or pushy sales tactics, this episode is for you. 🎙️ On this week’s From The Ground Up, we’re sitting down with Melissa Reaktenwalt, Founder & CEO of EViE Financial, to unpack how she turned library workshops and wedding expos into a 300-household firm with 80% of new business coming from direct referrals. 👏 Melissa gets real about: 👉 Aligning your firm with personal values (spoiler: it matters more than you think) 👉 Attracting high-earning millennials and their parents through education-first strategies 👉 Managing team dynamics and building a culture rooted in clear communication 👉 The power of authenticity in client conversations (ditch the jargon — talk like a human!) If you’re building an advisory firm, scaling a business, or just figuring out how to stay authentic while growing fast, this episode is packed with lessons you don’t want to miss. 🚀 Advisors — your clients don’t just need a plan, they need a partner. And Melissa’s story proves how powerful that can be. Thanks for watching! Connect with us: Zach Conway: www.linkedin.com/in/zachary-conway Kelsey McKenna: www.linkedin.com/in/kelseymckenna3 Ready to grow your business with Seeds? Schedule your personalized demo today. Website: www.seedsinvestor.com Our Blog: www.seedsinvestor.com/blog LinkedIn: www.linkedin.com/company/from-the-ground-up-podcast/ Disclosures: https://tinyurl.com/SeedsDisclosures #FromTheGroundUpPodcast #FinancialAdvisors #AdvisorGrowth #WomenInFinance #FinancialEducation #WealthManagement #RIACommunity #Leadership #AuthenticAdvising