In this episode, I’m talking to Triad member and financial advisor Jordan Flowers who leads Wealth Financial Services & Tax Advisory along with his father Thomas.

When Jordan and his company first joined Triad in 2022, they had roughly $20 million of AUM. Fast-forward to 2023 and they nearly doubled their total assets to $39.4 million. And what’s even cooler, is that scaling their firm didn’t have to come at the cost of their time and freedom. In fact, Jordan’s Dad is only working 4-5 months of the year, while spending the rest of time “doing life.”  

In this episode we talk about what actions Jordan and his team have taken to supercharge their growth while actually improving work-life balance and creating a stronger culture in the process.

You’ll also notice a through line to Jordan's story is centered around selfless leadership and serving his team and clients at the highest level. 

3 of the biggest insights from Jordan Flowers …

• How to avoid the “advisor-in-charge” model that leads to burnout and empower your team instead – so you can free up your time, rapidly scale, and deliver far better results for your clients.

• Jordan’s secret to running educational events that win the hearts of prospects and generate a ton of new business for his firm.  

• How to uncover your clients’ biggest bucket list goals and help them create a financial plan that allows them to spend with confidence.

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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. 

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