163: Sabrina Brown & Grace Suchy - Why Most Financial Advisor Firms Can’t Escape the Chaos

About this episode

Sabrina Brown and Grace Suchy discuss the challenges and strategies for financial advisor firms to escape chaos and achieve growth.

Financial advisor firms rarely stall from a lack of effort. More often, growth breaks down when founders are trying to do everything themselves. But the difference between burnout and scale often starts with building the right team. In this conversation, I sat down with Sabrina Brown and Grace Suchy, members of the Reliance Financial Partners team (live from Triad’s Scale Summit in Dallas).  Sabrina was the firm's first employee back in 2012 when they were running nearly 90 seminar nights a year, helping build the operational backbone of the business. Grace joined the team more recently and has already brought in $27 million in assets, almost entirely from existing clients. Together, they share the lessons from that journey, and their approach to hiring A-players that helped the firm go from $30M to $150M in AUM in just two years. 3 of the biggest insights from Sabrina Brown & Grace Suchy… #1.) Growth Gets Expensive When Chaos is the Operating System Sabrina shares what it looked like to help build the business in the early years when everyone was doing everything. The firm grew, but so did the burnout. One of the biggest lessons from this episode is that what gets you…

People in this episode

Host: Brad Johnson

Guests: Sabrina Brown, Grace Suchy

Topics covered

• financial advisor firms
• team building
• business growth
• operational efficiency
• burnout
• hiring A-players

Keywords

• financial advisors
• business growth
• team dynamics
• operational backbone
• AUM growth
• chaos management

Mentioned in this episode

Organizations: Reliance Financial Partners

Places: Dallas

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