Monthly Archives: May 2022

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Ep. #22: The 3 Roles Any Entrepreneur Financial Advisor Must Play

Education, Finance, Marketing, Speaking, Uncategorized, , , , ,

In business, when you hear someone talk about the CEO’s role in a company, your first thought is that they’re the leader and top decision-maker for the company. 

What if we told you that there are two other integral roles in a company that also fall under the CEO umbrella? 

In this episode, Referral Coach Bill Cates speaks with Travis Chaney, CEO of Dynamic Directions (D2). Bill and Travis talk about the three essential CEO roles in a company that every entrepreneur financial advisor should know about.

Bill and Travis discuss: 

  • The difference between an entrepreneur financial advisor and a non-entrepreneur advisor.
  • How the three CEO roles contribute to your business growth.
  • What does the concept “Client Experience” mean and why is it so important?
  • Something you can start doing with your clients today to add to their experience, create strong loyalty and make you highly referable.
  • And much more!

Resources:

Connect With Bill Cates:

Connect With Travis:

About Our Guest:

Travis is the CEO of Dynamic Directions (D2), a coaching and consulting firm working exclusively with successful financial advisors – helping each one of them build an extraordinary practice and an extraordinary life and practice for financial advisors. 

Travis is a former award-winning financial advisor who consistently ranked in the top 1.5% of financial advisors at his broker-dealer. Travis is also the author of Turbo Growth: Proven Strategies to Create an Extraordinary Life and Financial Planning Practice, and has just released his latest book: The 3 CEOs – The Three Most Important Roles Entrepreneurial Financial Advisors Play.

Travis lives in Owensboro, Kentucky, with his wife Christy, son Ryland, and two daughters Lucy Jagoe, and Stone. He is a bourbon enthusiast and a country music songwriter.

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Ep. #21: Succession Planning for Financial Advisors with Karen Jessey & Neill Turner

Education, Finance, Marketing, Speaking, Uncategorized, , , ,

Many business partnerships begin with two people coming together with like-minded business ideas. 

In the beginning things are great, both parties get along well and the creative juices flow. Eventually a legal partnership is formed. 

However, once the business is formed, do you know how your partner deals with setbacks and success? Do you know how they deal with money? What about hiring employees?

In this episode, Referral Coach Bill Cates meets with financial advisors Karen Jessey & Neill Turner from Strategic Wealth Partners. They discuss how to successfully navigate the ins and outs of a business partnership, as well as specific considerations around succession planning for financial advisors. They share the process they’ve taken to build Neill’s acumen as the successor of the business as Karen moves towards retirement.

Karen & Neill discuss: 

  • Why Karen decided to start thinking about the succession of her business
  • The importance of having difficult conversations with your business partner 
  • The decision-making process within a successful business partnership
  • The potential difficulties of bringing in a business partner, and eventual challenges regarding succession planning for financial advisors
  • And more

Connect With Bill Cates:

Connect With Karen Jessey & Neill Turner:

About Our Guests:

For over 35 years, Karen Jessey has been helping people feel better about their financial world. Through the years, Karen built a team consisting of top-notch individuals. Together, they create a unique process which helps clients delve into their financial worlds and identify their dreams and goals, as well as potential problems. They value long term relationships that evolve and change as life does. In 2013, she partnered with Neill Turner to create Strategic Wealth Partners. 

When she isn’t helping clients build their financial future, She enjoys being outdoors and exploring the mountains.  However, the ocean calls her name every year and she must find a place to sink her toes into the water.

For over a decade, Neill Turner has been helping clients make better financial decisions. His experience waiting tables, earning an engineering degree, owning his own business, and teaching yoga has helped him become not only a successful financial advisor but a great partner. Karen is currently grooming him to take over the company in the future!

 

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