Tag Archives: #Optimization

Episode 215 – What Does Freedom Mean to You? with Scott Danner

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

Scott Danner is the Chief Executive Officer of Freedom Street at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.  

In this episode, Scott shares the inspiring journey of founding his company to revolutionize financial advising with a focus on relationship-building and personal impact. 

They also discussed:

  • Scott’s journey of founding the firm in 2016 to address the lack of succession plans among aging financial advisors.
  • The rapid growth of Freedom Street and their goal of building a national brand with a compelling identity to attract top talent and clients.
  • The Life Optimization model, which prioritizes love, impact, faith, and energy over traditional financial metrics.
  • Benefits of joining Steward Partners, which provided support in HR and legal while maintaining a collaborative culture.
  • Scott talks about the importance of balancing high performance with self-awareness and achieving personal equilibrium.

 

Resources: 

Steward Partners

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Episode 102 – Automate Your Workflows and Save Time – With Adrian Johnstone

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Adrian Johnstone is the Co-Founder and President of Practifi, a performance optimization platform purpose-built for the wealth management industry that empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience.

Doug and Adrian talked about his background that led to his path of co-founding Practifi and why he decided that the idea was worth the investment.

They also discussed:

  • The issues that may arise if advisors don’t automate their workflows
  • How advisors can manage all of their tasks to become more efficient and save time
  • How AI makes the optimization achievable
  • The business development app they created to automate firms’ growth activities
  • Tracking ROI being crucial and how the app helps with that
  • The profitability puzzle

Resources: Practifi

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