Today, I’m excited to sit down with Sara Baker, a leader with over 15 years of financial services experience and our President of Triad Wealth Partners.

Sara’s journey began as a Division 1 volleyball player, transitioned through a successful legal career, and ultimately led her to become a leader at two of the largest wealth advisory firms in the country – I’m talking assets north of $240 BILLION!

Bottom line: Sara is sitting on a gold mine of experience, and in this episode, she shares tailored insights that financial advisors will be hard-pressed to find anywhere else (like how to build a profitable fee schedule from Day 1).

If you're looking to grow fast, avoid burnout, and build a highly profitable financial advisory firm, this conversation is packed with actionable advice you can start implementing today.

3 of the biggest insights from Sara Baker …

• Proven strategies for rapid growth and avoiding burn out – lessons Sara learned firsthand from working at two of the largest wealth advisory firms in the country!

• How to conquer analysis paralysis by adopting a minimal lovable product mindset.

• A step-by-step guide to reverse engineer your fee schedule, increase profits, and run your business (and life) the way you want to

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SHOW NOTES

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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.

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.

Copyright 2024 Triad Partners. All rights reserved.

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