Financial Advisor Success
Financial Advisor Success
Michael Kitces
Ep 237: From Client Services Associate To President And Partner By Building Systems And Culture with Brittany Anderson
1 hour 29 minutes Posted Jul 13, 2021 at 11:00 am.
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Show notes

Brittany Anderson is the President and a Partner at Sweet Financial, a hybrid RIA based out of rural Minnesota that manages $860 million in AUM for 1,100 families. Brittany joined Sweet Financial right out of college, ultimately working her way up the firm's ladder from sales associate to COO to President and one of its owners.

Listen in as we discuss how Sweet Financial has steadily built close to $1 billion in AUM—despite being in a rural area with a population of only 10,000 people. You'll learn how Brittany has been able to recruit talent by focusing on cultural fit above and beyond skillset, as well as why there has never been a better time for women to join the financial services industry.

For show notes and more visit: https://www.kitces.com/237