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Within the newest episode of Centered on the Future, veteran business chief Suzanne Siracuse talks with Kay Lynn Mayhue, president of Advantage Monetary Advisors, on the significance of cultivating prime expertise and creating a robust firm tradition, natural development ways that work, and the numerous methods to draw and assist ladies in monetary providers.
Particularly, Kay Lynn discusses:
- Why Advantage’s Servant management type has been instrumental in making a agency tradition the place workforce members thrive.
- Find out how to meet and exceed shopper expectations as they proceed to evolve
- Efficient natural development methods together with digital advertising and marketing initiatives and income share packages.
- Why setting private boundaries and being clear are vital relating to attracting and supporting ladies in monetary recommendation.
- The importance of getting an adaptable tech stack to satisfy future enterprise wants
Join With Suzanne Siracuse:
Join With Kay Lynn Mayhue:
About Our Visitor:
Kay Lynn Mayhue is the President of Advantage Monetary Advisors, a nationwide wealth administration agency that helps advisors affiliated with impartial broker-dealers, in addition to those that are registered funding advisors
Kay Lynn has performed many roles within the monetary advisory business: as a successor, associate, vendor, and purchaser. This distinctive and numerous background permits her to have the ability to relate to advisors in all phases of their careers and mergers and acquisitions. With a background in monetary planning and management, her profession expands over a number of areas, together with advising shoppers, mergers and acquisitions, and strategic development.
She holds her CFP®, AEP®, and RFC® and has been a vital decision-maker for 2 companies over the previous twenty years. Kay Lynn has overseen nearly all of Advantage’s mergers and acquisitions and has been acknowledged for that by successful the 2023 WealthManagment.com M&A Chief of the 12 months.
She is obsessed with serving to folks take their careers – and themselves – to distinctive ranges. Kay Lynn’s affect within the business and her drive for achievement is a driving consider Advantage’s ongoing development and attraction to growth-oriented advisors.
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