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Ep 156: Establishing Next Generation Career Tracks And Business Development Training For Long-Term Sustainability with DeLynn Zell

Ep 156: Establishing Next Generation Career Tracks And Business Development Training For Long-Term Sustainability with DeLynn Zell

FromFinancial Advisor Success


Ep 156: Establishing Next Generation Career Tracks And Business Development Training For Long-Term Sustainability with DeLynn Zell

FromFinancial Advisor Success

ratings:
Length:
114 minutes
Released:
Dec 24, 2019
Format:
Podcast episode

Description

DeLynn Zell is the founder and CEO of Bridgeworth Financial, a hybrid RIA that oversees nearly $1.6 billion of assets under management for almost 2,000 clients. Today DeLynn joins the show to discuss how Bridgeworth was built from the start to sustain past the founders and how they have taken steps to attract next-generation talent to ensure the firm remains a success in the long run. Listen in as we talk about the difficulties DeLynn faced in the early years of her career, as well as how the gender split of CFP professionals may shift in the future. You’ll learn the four-tier career path her firm has created, how they structure their compensation for partners, and why they are reinvesting into business development and training for next-generation partners. For show notes and more visit: https://www.kitces.com/156   
Released:
Dec 24, 2019
Format:
Podcast episode

Titles in the series (100)

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.