In this episode, I welcome Nancy Brunetti back as my first-ever repeat guest. Nancy, a retired financial services professional, co-founded Johnson Brunetti, a tremendously successful financial services firm boasting over $1.5 billion in assets under management. Today, she provides updates on her semi-retirement journey and delves into her passion for operational excellence in the financial services realm.

With her broad experience as a chief operating officer in multinational firms and as a pivotal figure in establishing the renowned Johnson Brunetti firm, Nancy brings a treasure trove of insights to the table. In this episode, she will update us on her semi-retirement, underscore the significance of identifying one's passion in business, and provide invaluable pointers for financial advisors and organizations aiming to scale and expand.

Nancy’s Retirement
-A year ago, Nancy transitioned from full-time work following the sale of her last financial services practice. 
-Currently, she serves as a consultant, channeling her expertise to assist other financial services firms and advisors in refining their operations. 
-Nancy accentuates the importance of financial professionals centering on their primary skills and delegating ancillary tasks to guarantee streamlined and impactful operations.

Co-founding Johnson Brunetti

-Nancy recounts the tale of establishing Johnson Brunetti in 2003 alongside her business ally, Joel Johnson. 
-She emphasizes the value of melding complementary skills in business partnerships. Her operational prowess during the firm's nascent stages fortified its path to success.

Scaling as an Individual Advisor

-We explore the hurdles individual advisors confront when aiming to augment their businesses. 
-Nancy underscores the imperative of advisors homing in on their intrinsic strengths and handing off operational responsibilities to adept team members. 
-She suggests that advisors distinctly chart out their objectives and the impetus behind their growth aspirations, ensuring they tread the optimal path.

Scaling at the Organizational Level

-Gleaning from her tenure as a COO in multinational financial firms, Nancy elucidates the intricacies of scaling on an organizational front. 
-She champions the role of robust operations and collective effort in fueling growth and curating superior client experiences. 
-Passionate about untangling operational challenges, Nancy extends her consultancy services to organizations eager to enhance their operational matrix.

Excitement for the Future

-Nancy conveys her optimism regarding the financial services industry's horizon, especially with the integration of artificial intelligence (AI).
-She envisions AI as a revolutionary force in the sector and eagerly anticipates its adoption by financial experts and establishments.

About Our Guest: Nancy Brunetti
LinkedIn: https://www.linkedin.com/in/nancybrunetti/

About Your Host:  Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com

Claim your free audiobook copy at: www.theshortbookformula.com

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