157: Kenzie Olejnik - The Culture Strategy Behind High-Growth Advisory Firms

About this episode

Kenzie Olejnik discusses the importance of culture strategy in scaling advisory firms.

If you’re trying to scale your advisory firm, there’s a stage where things start to feel harder than they should. Everyone’s busy. Communication gets messy. You’re still producing, but you’re also trying to lead a team that needs clarity, feedback, and direction. In this episode, I’m joined by Triad’s Member Culture Coach, Kenzie Olejnik. Kenzie joined Triad in April of 2022, when we were right in the middle of the chaos as a new company.  She helped us turn good intentions into an intentional culture built on clarity, communication, and shared language. You’ll hear Kenzie talk about the simple culture moves that actually matter, how to onboard people in a way that builds trust and excitement quickly, and why you can’t treat your team like an afterthought if you want clients to have a great experience in every interaction. 3 of the biggest insights from Kenzie Olejnik… #1.) Clarity and Communication Fix More Than You Think Kenzie breaks down why most culture problems aren’t “people problems.” They’re clarity problems in terms of who owns what, how decisions get made, and how teams communicate when things move fast. #2.) Treat Your Team Like Your Best Clients From onboarding…

People in this episode

Host: Brad Johnson

Guest: Kenzie Olejnik

Topics covered

• advisory firms
• company culture
• communication
• team leadership
• client experience

Keywords

• advisory firm
• culture strategy
• communication
• team onboarding
• client experience

Mentioned in this episode

Organizations: Triad

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