Sign up to save your podcasts
Or
Share 028: Triad Member - How Empowering a Team Unlocks Exponential Growth with David & Kristy Afraimi
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
028: Triad Member - How Empowering a Team Unlocks Exponential Growth with David & Kristy Afraimi
Today, I’m joined by Triad Members and husband-and-wife power duo David & Kristy Afraimi, the founder and COO of BAM Advisory Group.
In 2018, BAM Advisory gathered $17M in new assets with David as the sole producer. In 2023, the team is on pace to bring in $60M in annual new assets, hit $100M in AUM and hired their 9th and 10th team members. Talk about growth!
In this episode, David and Kristy lay out the blueprint for their exponential growth. You’ll hear strategies for crafting distinct brand messaging that resonates with prospects, how to run a business with your spouse, and how to ditch the advisor-in-charge model that’s preventing you from scaling.
3 of the biggest insights from David & Kristy Afraimi …
- How BAM Advisory scaled to a $60M annual pace by honing in on their brand messaging.
- Tips for creating a company vision that differentiates your practice beyond the cookie-cutter “holistic planning” approach that so many teams offer.
- Advice for maintaining healthy relationships in teams that have a husband-and-wife or other family dynamics.
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/28
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
DISCLOSURE
DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.
The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.
Copyright ©️ 2023 Triad Partners. All rights reserved. TP08233086063
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
View all episodes
By Brad Johnson
5
323323 ratings
Today, I’m joined by Triad Members and husband-and-wife power duo David & Kristy Afraimi, the founder and COO of BAM Advisory Group.
In 2018, BAM Advisory gathered $17M in new assets with David as the sole producer. In 2023, the team is on pace to bring in $60M in annual new assets, hit $100M in AUM and hired their 9th and 10th team members. Talk about growth!
In this episode, David and Kristy lay out the blueprint for their exponential growth. You’ll hear strategies for crafting distinct brand messaging that resonates with prospects, how to run a business with your spouse, and how to ditch the advisor-in-charge model that’s preventing you from scaling.
3 of the biggest insights from David & Kristy Afraimi …
- How BAM Advisory scaled to a $60M annual pace by honing in on their brand messaging.
- Tips for creating a company vision that differentiates your practice beyond the cookie-cutter “holistic planning” approach that so many teams offer.
- Advice for maintaining healthy relationships in teams that have a husband-and-wife or other family dynamics.
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/28
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
DISCLOSURE
DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.
The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.
Copyright ©️ 2023 Triad Partners. All rights reserved. TP08233086063
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
More shows like Do Business. Do Life. — The Financial Advisor Podcast — DBDL
View all
The StoryBrand Podcast
1,935 Listeners
Animal Spirits Podcast
2,014 Listeners
Small Business Tax Savings Podcast
253 Listeners
The Perfect RIA
454 Listeners
The Compound and Friends
2,114 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
247 Listeners
Barron's Advisor
107 Listeners
Ask The Compound
314 Listeners
The Long Term Investor
150 Listeners
The Advisor Journey
25 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
131 Listeners
Facts vs Feelings with Ryan Detrick & Sonu Varghese
42 Listeners
Moneywise
651 Listeners
The Great Retirement Debate with Ed Slott & Jeffrey Levine
145 Listeners
Advisor Marketing Made Simple
24 Listeners