Today, I’m talking with the family behind Unified Legacy Advisors (ULA)—a firm that has successfully scaled from $14 million to over $100 million in assets in just five years.

Founded in 2019 and joining Triad in 2022, the Nebens are an incredible example of process-driven growth. Their clear brand manifesto focused on helping clients “Retire Fearlessly” has become the foundation of their business strategy and is pivotal to their success.

In this conversation, we explore the key processes that have fueled ULA’s rapid growth, from intentional hiring practices to innovative sales and prospecting techniques. The Nebens’ nearly 10X growth is a testament to the effectiveness of these strategies, and today, they’re sharing the insights behind their journey.

3 of the biggest insights from the Nebens …

• Why crafting a compelling brand manifesto like "Retire Fearlessly" is essential for exponential growth—and how it becomes the driving force behind everything you do, from client interactions to enhancing company culture and attracting top-tier talent.

• How to transform your book into a powerful lead-generation tool that educates clients, markets your services, and drives referrals—particularly from high-net-worth individuals.

• A simple yet effective tactic every advisor can use in the first meeting to qualify prospects more efficiently, ensuring your team spends time building plans for the right clients.

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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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