Breakaway Gear Shift Podcast

Breakaway Gear Shift Ep 1: Sigi Causey


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In this episode of Breakaway Gear Shift, Shea sits down with Sigi—one of Breakaway’s top-performing Founder’s Circle advisors—to pull back the curtain on what really drives sustainable growth in an advisory practice.

  • How to build momentum early by choosing the right first clients and focusing on learning-by-doing.
  • Why team leverage is a true accelerator—and how to decide what to delegate (and when).
  • How to navigate client misalignment without panic, and how letting go can create space for better-fit engagements.
  • The behind-the-scenes systems that keep clients happy, including the project management discipline that transformed Sigi’s delivery and confidence.
  • A refreshing take on the niching conversation—and why a nontraditional, variety-driven model can still thrive.
  • The mindset shift new advisors need most to shorten their learning curve and grow with confidence.

If you’re an advisor looking for tangible, real-world insights from someone who has built a thriving practice through intention, resilience, and smart support, this episode is a must-listen.

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Breakaway Gear Shift PodcastBy Breakaway Advising