How to Lead a Rapidly Growing Organization

This week, we talk about the need for personalized, relationship-oriented financial advice

How to Lead a Rapidly Growing Organization with Aaron Jasper

Episode 011: In this week’s episode of Milemarker’s Connected Podcast, I sit down for a conversation with Aaron Jasper, CEO of Mutual Group.

He emphasizes the importance of being a good partner to financial advisors and the value of personalized service. Aaron also highlights the challenges of scalability and regulatory change associated with running a dual organization.

Here are a few key takeaways from this week’s ep:

  1. Mutual Group's impressive growth can be attributed to its passionate team and commitment to serving financial advisors.

  2. Being a good partner to advisors requires active listening, collaboration, and transparency.

  3. Scaling service in a complex organization requires flexibility and customization.

  4. The future of the industry will see more specialization, technological innovation, and increased regulation.

  5. The needs of investors for personalized, relationship-oriented financial advice will not change.

The episode is available now on your favorite podcast platform:

While there, please don’t forget to Download, Like, and Subscribe.

If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.

Kyle Van Pelt