SCALING A FINANCIAL ADVISORY FIRM | With Adam Flagg | The Business Spotlight скачать в хорошем качестве

SCALING A FINANCIAL ADVISORY FIRM | With Adam Flagg | The Business Spotlight

In this episode of the Business Spotlight Podcast, host Kay Cote sits down with Adam Flagg, Managing Partner and Senior Wealth Advisor at Collective Advisors, to discuss his journey from broadcasting to building a relationship-driven wealth advisory firm in Austin, Texas. Adam shares how Collective Advisors operates as a “personal CFO” for business owners and individuals, offering proactive financial guidance around investing, retirement planning, business exits, and major life decisions. The conversation dives into scaling a financial advisory firm, hiring the right advisors, balancing growth with family life, and expanding across the Central Texas I-35 corridor, making this episode a must-listen for entrepreneurs, business owners, and professionals seeking long-term wealth strategy and sustainable business growth. You can get in touch with Adam Flagg here on LinkedIn:   / adamjflagg   🔔 Want your business to be featured as our next Business Spotlight? Book in your FREE podcast slot today via our website: https://www.businessspotlightseries.com #business #advice #podcast #businessowner #businesstips #growth #businessgrowth #businesslesson #businessessentials #howtostartabusiness #businessstrategy #businesspodcast #motivation #thebusinessspotlight #success This channel covers everything from business management and mindset for business to ideas for a business and starting a new business. Learn how to start promoting business, understand any business, and explore marketing strategies for business. Discover the importance of marketing features, networking for business, and investing in your own business. Gain valuable knowledge for business and practical insights to help you succeed.