Acquiring Practices is a Relationship Game with Stevie Green, President of Spencer Financial
In this episode of the Kick It Open podcast, host Shelby Nicholl interviews Stephanie 'Stevie' Green, President of Spencer Financial. Stevie discusses her journey into the wealth management industry, including the challenges and successes of acquiring and expanding her father's practice after his pancreatic cancer diagnosis. The conversation covers topics such as the importance of advisor relationships, transitioning client books through acquisitions, and maintaining high client service standards. Stevie also shares insights on balancing family life with a growing business, effective hiring practices, and her organic growth strategies, including complimentary financial planning and client referrals. She emphasizes the value of work-life integration and concludes with fun personal anecdotes and rapid-fire questions.
0:00 Coming up...
0:37 Welcome to the Kick it Open Podcast
0:48 Introduction of Stevie Green
1:41 Stevie's Journey in Wealth Management
7:04 Growth Through Acquisitions
10:24 Learning from Experienced Advisors
14:52 Building Relationships with Advisors
17:45 Ad - Break
18:22 Using Deal Structure for Successful Acquisitions
26:49 Organic Growth Strategies
29:07 Balancing Family and Business
33:08 Rapid-Fire Questions
37:13 Closing
About this podcast:
If you're a woman in wealth management (or any male-dominated industry), this podcast is for you. Muriel Siebert (first woman member of the NYSE ) said, "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.” After decades of sluggish progress, it’s time for us to kick the door open on women’s success.
Produced by Shelby Nicholl.
Edited by Aaron Sherman.
Marketing by Sabrina Portnoy.
Graphic Design by John Gallagher.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll
License code: EV5ON7Y3CSESDSEU