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020: Triad Member - Checking Your Ego, Replacing Yourself, and Prioritizing Family with Clayton Alexander
Today, I’m talking with Triad member Clayton Alexander. Clayton is one of the most intentional leaders I know and has learned how to effectively invest in (and empower) his team. As a result, his business has seen exponential growth. And the best part is, he isn’t the one that has to handle everything himself.
For context, in 2021, his company brought in $60M of new assets, 80% of which came from him. As you can imagine, the business consumed his life and resulted in massive burn out.
Compare that to one year later… After making some major changes, the firm did $78M of new assets, and less than 50% came from him.
The big difference? He learned how to let go of his ego, empower his team, and get the heck out of their way!
3 of the biggest insights from Clayton Alexander …
- How Clayton used the Enneagram to rebuild the company culture, empower his team, and replace himself as the primary source of new business – leading to $78M of new assets in 2022. [see ep #13 with Ian Cron all about the Enneagram]
- How busy advisors can leverage the crucial but often-overlooked executive assistant role to create the best possible work-life balance.
- Putting family first and the importance of making sure there are no cracks in the foundation of your most important relationships — including your relationship with yourself.
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SHOW NOTES
https://bradleyjohnson.com/20
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DISCLOSURE
These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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By Brad Johnson
5
323323 ratings
Today, I’m talking with Triad member Clayton Alexander. Clayton is one of the most intentional leaders I know and has learned how to effectively invest in (and empower) his team. As a result, his business has seen exponential growth. And the best part is, he isn’t the one that has to handle everything himself.
For context, in 2021, his company brought in $60M of new assets, 80% of which came from him. As you can imagine, the business consumed his life and resulted in massive burn out.
Compare that to one year later… After making some major changes, the firm did $78M of new assets, and less than 50% came from him.
The big difference? He learned how to let go of his ego, empower his team, and get the heck out of their way!
3 of the biggest insights from Clayton Alexander …
- How Clayton used the Enneagram to rebuild the company culture, empower his team, and replace himself as the primary source of new business – leading to $78M of new assets in 2022. [see ep #13 with Ian Cron all about the Enneagram]
- How busy advisors can leverage the crucial but often-overlooked executive assistant role to create the best possible work-life balance.
- Putting family first and the importance of making sure there are no cracks in the foundation of your most important relationships — including your relationship with yourself.
JOIN THE DBDL INSIDER CREW
To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
https://bradleyjohnson.com/20
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
DISCLOSURE
These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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