Creating an Internal Culture of Growth with Patrick Sweeny

Episode 058: On this week’s episode of The Connected Advisor, I talk with Patrick Sweeny,  Chairman and CEO of Apella Wealth and Co-founder of Symmetry Partners.

Financial advisory firms always look for innovative ways to create a culture of growth. Internal promotions and residency programs are some unique and great strategies. By nurturing talent and creating opportunities for advancement, specializing in a specific niche, and the strategic integration of technology, firms can cultivate seasoned advisors who understand the company's core values and philosophy and offer comprehensive planning solutions that truly resonate with clients.

We discuss how to create a culture of growth through internal promotions and residency programs, the advantages of focusing on a specific niche, and the importance of technology in providing comprehensive planning services.

Key Takeaways

• Financial advisors can differentiate themselves from the industry by delivering services that are important to clients.

• A residency program is a unique and great way to onboard people who can provide meaningful advice, act as real advisors on real accounts, and do real planning.

• The most successful advisors have a niche. They understand their niche and can train their clients for success.

Links 

• Patrick Sweeny on LinkedIn

• Apella Wealth

• Symmetry Partners

• Jason Gentile

• Jim Scanlan

• Jason Schuck

• Bogle On Mutual Funds

• A Randon Walk down Wall Street

• Vanguard

• Dimensional Fund Advisors

• Envestnet

• Meghan Martin

• Orion Advisor Solutions

• eMoney Advisor

• Salesforce

• Dave Bulter

Connect with our hosts

• Milemarker.co

• Kyle on LinkedIn

• Jud on LinkedIn

Subscribe and stay in touch

• Apple Podcasts

• Spotify

• YouTube

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Kyle Van Pelt