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Brittany Anderson is the Co-founder of Dare to Dream Enterprises and has been the Director of Operations at Sweet Financial for over 10 years. In her management role, Brittany helps with strategic planning of the practice, controls the day-to-day operations, and provides leadership to the team. Brittany also created a platform called Ultimate Advisor Coaching, which helps financial advisors to streamline operations and marketing to drive significant growth.
Takeaway Quote:
“Being able to anticipate clients’ needs… That’s where we are seeing advisors really excel.”
Show Timeline:
1:45 The path from director of operations to helping other advisors succeed.
4:30 The role of mindset in advisor success
9:40 How to redefine the discovery meeting to create a more engaging client experience
13:25 Tailoring the discovery process for prospective clients vs. existing clients
21:44 Tips to create and run a sustainable and scalable business
29:19 How having an ‘implementer’ on your team can change the trajectory of your business.
32:26 The connection between team, operations and referrals
Links:
Website: https://www.ultimateadvisorcoaching.com/
Podcast: https://ultimateadvisorpodcast.com/welcome-homepage
LinkedIn: https://www.linkedin.com/in/brittany-anderson
Want more?
Stephen Wershing: www.TheClientDrivenPractice.com/checklistblog
Julie Littlechild: www.absoluteengagement.com/blog
Episode Transcript:
Steve Wershing:
Welcome to Becoming Referable, the podcast that shows you how to become the kind of advisor people can’t stop talking about. I’m Steve Wershing. On this episode, we have Brittany Anderson, chief operating officer of Sweet Financial Services in Sherburn, Minnesota and co founder of Ultimate Advisor Coaching where they help advisors build sustainable and scalable businesses. We talk with Brittany about a number of things that she has found effective for advisors. One of the most important of which is having the right mindset, how an advisor mindset can influence your client relationships, dig more deeply into what they feel, and build a better, more responsive business around that. We’ll talk about how to get into clients’ heads, and how to see the experience you provide from their side of the table. We’ll dig into what’s beneath the goals that they tell you about so that you can understand how to deliver better, more effective advice.
We also address a few different practice management issues, including how to utilize Kolbe to interview candidates for positions and how to use it more broadly in a team building and business management system. Stay through to the end, where we talk about the importance of having an implementer in your business, what that person does and how you can utilize that to have a more consistent and sustainable business. It’s a great episode with a lot of good ideas, and so without further delay, here is our conversation with Brittany Anderson. Brittany Anderson, welcome to the Becoming Referable podcast. We’re so happy to have you.
Brittany Anderson:
Thank you. I am so excited to be here today.
Steve Wershing:
Just so that for anybody who does not know about you yet, can you tell us a little bit about your role at Sweet Financial and the new project you’re working on in advisor coaching?
Brittany Anderson:
Yeah, so I have been with a Sweet Financial Services, a wealth planning firm out of Southern Minnesota for just about 11 years now, acting as the COO. I get to do all kinds of good stuff. I get to help with the strategic planning of the firm, really helping drive the vision and bring it to life with the team, get the team leveled up and engaged, and really help, like I said, kind of align the goals to the greater mission of the firm.
As far as kind of the advisor coaching, so it was interesting, the CEO and founder of Sweet Financial, he puts on a conference each year. It’s called the Elite Wealth Advisor Symposium. Back in 2018 I spoke at it and I was talking on all the stuff that I love with implementation, with teams, with leveling up and helping people to be absolutely 100% engaged and bought into the greater vision. Gave a presentation, and Brian, not tooting my own horn here, but he had a bunch of people come up and be like, “Where can I get a Brittany and how can I get them trained?”
Steve Wershing:
I want to get a Brittany, too. Where do I get a Brittany?
Brittany Anderson:
Right? I was like, I can’t be everywhere at once, but what I can do is I can create some awesome content. I can put together a program and a platform to kind of help reach as many people as possible and help them do the same things that I was doing within Sweet within their practices. On top of that, another presenter who at the time and who still is today, we have him on retainer to help with our marketing and automation and, again, kind of get our message clarity or get clarity around our messaging. He presented at the same conference, had a ton of people come up to him and be like, “Wow, this automation component is amazing. We need this in our lives.” We’re like, hey, apparently people need us, so let’s do something.
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