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Lisa Brown is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Georgia and North Carolina that oversees nearly $5 billion in assets under management for over 1,500 households. By digging deeper into an existing firm niche focus of Coca-Cola employees within the organization, Lisa was able to write white papers for these employees that eventually built her expertise and client base within the company and led to referrals and growth from being so visible at the Coca-Cola offices.

Listen in as Lisa shares how she became known as a familiar and trusted financial expert in the Coca-Cola community, how she is now beginning to guide and train the next generation of advisors in the firm on how to become effective business developers, and how she was able to build her confidence and expertise as an advisor. We also discuss how she has been able to prioritize her work so she can regain more family time, as well as why she believes the key to her success now is measured by how much she can help younger advisors build their skills and confidence and find their own path to success.

For show notes and more visit: https://www.kitces.com/315