Sep 21, 2020
In this episode, Steve talks with Josh Koehnen, Ari Crandall, and Joe LeBlanc, the three managing partners of Premier Wealth Advisors in San Diego, California.
Throughout this conversation, they discuss how they merged their three individual practices into an ensemble business, and how the power of the right culture is responsible for their continued success and life balance.
The value they place on having the right staff and empowering them to make decisions is clear in how they run their business. It plays a critical role in serving clients and recruiting new employees.
They also share how they earn referrals from clients' COIs and other educational methods, and get deep into the ‘why’ behind their business.
”We're not trying to be in super-growth mode. We want to get the right types of clients. We set certain minimums to make sure that we're getting the right types of clients. And then when we look at a potential acquisition. It's gotta be the right fit. We don't want to sacrifice quality of life because we're trying to grow too quickly. ” ~ @Premier Wealth Advisors