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Ep 3: Jeff Dobyns | Scaling to $8B, Developing Advisors, and Giving Back
In this episode, we sit down with Jeff Dobyns, President & Founder of SageSpring Wealth Partners, who has grown the firm from $0 to nearly $8 billion in assets under management. Jeff shares his journey from being a collegiate wrestler to becoming a visionary leader in wealth management—guided by servant leadership, mentorship, and a deep commitment to community. If you’re interested in leadership, personal growth, or what it takes to build a successful advisor-owned firm while staying true to your values—this episode is for you.
00:00 Introduction and Personal Anecdotes
02:48 Lessons from Wrestling and Coaching
05:14 Family Values and Life Lessons
08:04 Impact of Men of Valor Organization
10:36 Journey to Nashville and Career Reflections
13:29 Transition to Sage Spring Wealth Partners
14:50 The Meaning Behind SageSpring
15:56 Empowering Advisors for Success
17:56 The Importance of Advisor Ownership
20:03 Transitioning to Independence
22:37 Building a Strong Team
24:26 Balancing Leadership and Client Service
27:24 Vision for the Future
29:57 Advice to My Younger Self
The views and opinions expressed by the presenter are not necessarily representative of SageSpring Wealth Partners LLC’s (“SageSpring’s”) views and opinions. Such views may change without notice, and SageSpring and the speaker disclaim all responsibility to update such views. We believe the information referenced, including information obtained from third-party sources, is reliable but no representation, warranty, or undertaking, expressed or implied, regarding its accuracy is made by SageSpring or any other person. While such sources are believed to be reliable, SageSpring does not assume any responsibility for the accuracy or completeness of such information. All investments involve risk, including possible loss of principal. Past performance is not a guarantee or indicator of future results, which may vary. No assurance can be given that profits will be achieved or that losses will not be incurred nor is there any guarantee that the investment objectives will be achieved. The information provided and views expressed herein do not constitute advice or a recommendation of any kind nor is it an offer to sell or a solicitation to deal in any security or financial product. This podcast is provided for informational and educational purposes only. This information is not intended to be relied upon as a forecast or research in any way and should not be solely relied upon as a forecast or research in any way and should not be relied upon when making an investment decision. It is provided with the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting, or other material considerations. To the extent that the viewer has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact or consult with the professional advisor of their choosing. The information herein is not intended to be tax or legal advice. Opinions and commentary do not take into account the investment objectives or financial situation of any particular investor or class of investors. Investors will need to consider their own circumstances before making an investment decision. This recording is the property of SageSpring and should not be copied, distributed, published, or reproduced in whole or in part without his express written permission.
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By Jordan McFarland, CFP®In this episode, we sit down with Jeff Dobyns, President & Founder of SageSpring Wealth Partners, who has grown the firm from $0 to nearly $8 billion in assets under management. Jeff shares his journey from being a collegiate wrestler to becoming a visionary leader in wealth management—guided by servant leadership, mentorship, and a deep commitment to community. If you’re interested in leadership, personal growth, or what it takes to build a successful advisor-owned firm while staying true to your values—this episode is for you.
00:00 Introduction and Personal Anecdotes
02:48 Lessons from Wrestling and Coaching
05:14 Family Values and Life Lessons
08:04 Impact of Men of Valor Organization
10:36 Journey to Nashville and Career Reflections
13:29 Transition to Sage Spring Wealth Partners
14:50 The Meaning Behind SageSpring
15:56 Empowering Advisors for Success
17:56 The Importance of Advisor Ownership
20:03 Transitioning to Independence
22:37 Building a Strong Team
24:26 Balancing Leadership and Client Service
27:24 Vision for the Future
29:57 Advice to My Younger Self
The views and opinions expressed by the presenter are not necessarily representative of SageSpring Wealth Partners LLC’s (“SageSpring’s”) views and opinions. Such views may change without notice, and SageSpring and the speaker disclaim all responsibility to update such views. We believe the information referenced, including information obtained from third-party sources, is reliable but no representation, warranty, or undertaking, expressed or implied, regarding its accuracy is made by SageSpring or any other person. While such sources are believed to be reliable, SageSpring does not assume any responsibility for the accuracy or completeness of such information. All investments involve risk, including possible loss of principal. Past performance is not a guarantee or indicator of future results, which may vary. No assurance can be given that profits will be achieved or that losses will not be incurred nor is there any guarantee that the investment objectives will be achieved. The information provided and views expressed herein do not constitute advice or a recommendation of any kind nor is it an offer to sell or a solicitation to deal in any security or financial product. This podcast is provided for informational and educational purposes only. This information is not intended to be relied upon as a forecast or research in any way and should not be solely relied upon as a forecast or research in any way and should not be relied upon when making an investment decision. It is provided with the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting, or other material considerations. To the extent that the viewer has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact or consult with the professional advisor of their choosing. The information herein is not intended to be tax or legal advice. Opinions and commentary do not take into account the investment objectives or financial situation of any particular investor or class of investors. Investors will need to consider their own circumstances before making an investment decision. This recording is the property of SageSpring and should not be copied, distributed, published, or reproduced in whole or in part without his express written permission.