The Evolving Advisor Podcast

Ep 014: Kevin Myeroff: The Evolution from Advisor to CEO


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In this episode, Jeff and Kevin discuss:

• Kevin’s professional journey through accounting and into financial advising and now to CEO.

• The power of hiring to grow your business.

• What it takes to hire and bring on new, young talent in a financial business and supporting your team.

• Creative thinking about value add.

 

Key Takeaways:

• If you’re afraid to hire or don’t know if it’s the right thing – know that you’re making a 3-month decision and you’ll know if it’s the right thing at that point.

• Include the people you hire in your growth plans – they want to help, so let them, and reward them for it.

• Culture is everything in your company.

• The actual asset management is a commodity. As a financial advisor, you are information, you are counselors, you are peace of mind for your clients.

 

"Nobody makes you think more about your business than when you start giving away the money that you have that’s yours to somebody else. You’ve got to focus on everything." — Kevin Myeroff

 

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The Evolving Advisor PodcastBy The Evolving Advisor Podcast

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