How a New Advisor Brought In $40M in 10 Months

Imagine this. A new advisor joins your firm. Ten months later, he brought in roughly $40 million in new assets. That’s what happened at Dana Dunkelberger’s firm. In this episode, Dana and I unpack what happened behind the scenes to help one of his newer advisors ramp up that quickly, and why developing great advisors takes a lot more than handing someone a process and hoping they figure it out. We also get into the uncomfortable part of getting someone ready, the role repetition and feedback play in their development, and the mistake many successful founders make once they start building a team around them. KEY TAKEAWAYS: 00:00 Introduction 01:23 From Water Skier To Financial Advisor 04:31 How Dana’s Firm More Than Doubled Its AUM 08:25 Getting Uncomfortable Leads To Growth 12:06 Stop Talking And Start Listening 16:29 The Shift From Selling To Serving 19:01 Why Advisors Need To Dig Deeper 24:38 Finding The Client’s Biggest Concern 26:33 Throw Your Fact Finder In The Trash 30:13 A Process to Replicate Your Success 33:34 When Everything Depends On The Founder 38:55 Why Founders Have To Lead The Way 44:37 Stop Chasing The Next Shiny Thing 46:36 Learning To Get Out Of Your Team’s Way #financialadvisors #businessgrowth #wealth Get access to the show notes, transcript, and links to all the resources mentioned for this episode by visiting https://bradleyjohnson.com/190 TRIAD SALES LAB Learn how to break through the ceiling using the framework behind some of Triad’s fastest-growing firms. Discover the sales system that scales and apply right here: https://bradleyjohnson.com/190-triad-... FINANCIAL ADVISOR INSIDER CREW If you're a financial advisor and want to become a DBDL Insider and get VIP access to free resources and exclusive content, specifically designed to help financial advisors take their business to the next level, text DBDL to 785-800-3235. SUBSCRIBE ON YOUTUBE - THE CHANNEL FOR FINANCIAL ADVISORS    / @bradjohnsondbdl   LET’S CONNECT! 🌐 Website: https://bradleyjohnson.com/ 🐦 X:   / dbdlpodcast   📸 Instagram:   / dbdlpodcast   💼 LinkedIn:   / dbdlpodcast   🗣️ Facebook:   / dbdlpodcast   💜 LISTEN TO THE "DO BUSINESS. DO LIFE." PODCAST ON APPLE https://podcasts.apple.com/ca/podcast... 🟢 LISTEN TO THE "DO BUSINESS. DO LIFE." PODCAST ON SPOTIFY https://open.spotify.com/show/6EYSNQQ... DISCLOSURE: DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.