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This Advisor Got Fired for Putting Clients First (Then Rebuilt a $65M Firm) скачать в хорошем качестве

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This Advisor Got Fired for Putting Clients First (Then Rebuilt a $65M Firm)
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This Advisor Got Fired for Putting Clients First (Then Rebuilt a $65M Firm)

What do you do when doing the right thing gets you fired? That’s the question at the center of this conversation with Keith Leverentz. Keith started his career as a high school science teacher before being recruited into a captive financial firm. He quickly became the number one producer in the organization—but he was doing something most advisors weren’t. He was putting clients first, even when it meant recommending solutions that were less profitable for the company. In 2012, that decision cost him everything. He lost his business, his clients, his niche, and spent a season wondering if he’d ever get back on his feet. Keith didn’t just bounce back. He rebuilt—this time with intention. Today, he leads a 25-person firm that’s on pace for more than $65M in new assets this year. He’s done it by building a real team, integrating his entire family into the business, and putting purpose, generosity, and client outcomes at the center of everything. If you’re a founder who’s been knocked down—or you’re carrying a weight that feels heavier than it should—Keith’s story is a powerful reminder of what’s possible on the other side. KEY TAKEAWAYS: 00:00 Introduction 01:49 Leaving Teaching for Financial Planning 03:49 The Ethical Dilemma That Got Him Fired 06:54 Rebuilding From Scratch After Getting Let Go 11:31 From Husband-and-Wife Team to 25 Employees 14:44 Coaching + Community as a Catalyst for Scaling 20:14 Keith’s Favorite DBDL Podcast Moments 23:50 The Most Underutilized Role in Finance 31:01 Fixing a Broken Org Chart 33:55 How Triad Helped Keith’s Son Believe in Himself 38:02 Are You Undercharging Your Clients? 40:38 Moving Up-Market With Confidence 43:06 3 Planning Breakthroughs for High-Net-Worth Clients 44:43 Developing a Brand & Messaging that Connects 48:38 Real Client Story: From Fear to Generosity 50:31 Think Like a Leader, Not an Advisor 54:12 Lessons Learned After 22 Years 57:07 What “DBDL” Means to Keith #financialadvisors #clientfirst #businessgrowth Get access to the show notes, transcript, and links to all the resources mentioned for this episode by visiting https://bradleyjohnson.com/148 FINANCIAL ADVISOR INSIDER CREW If you're a financial advisor and want to become a DBDL Insider and get VIP access to free resources and exclusive content, specifically designed to help financial advisors take their business to the next level, text DBDL to 785-800-3235. SUBSCRIBE ON YOUTUBE - THE CHANNEL FOR FINANCIAL ADVISORS    / @bradjohnsondbdl   LET’S CONNECT! 🌐 Website: https://bradleyjohnson.com/ 🐦 X:   / dbdlpodcast   📸 Instagram:   / dbdlpodcast   💼 LinkedIn:   / dbdlpodcast   🗣️ Facebook:   / dbdlpodcast   💜 LISTEN TO THE "DO BUSINESS. DO LIFE." PODCAST ON APPLE https://podcasts.apple.com/ca/podcast... 🟢 LISTEN TO THE "DO BUSINESS. DO LIFE." PODCAST ON SPOTIFY https://open.spotify.com/show/6EYSNQQ... 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. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. 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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