Podcast appearances and mentions of jarrod upton

Jarrod Upton is a Senior Consultant and CEO, and Brandon Moss is a Senior Consultant, at Herbers & Company, a management and growth consulting firm serving the financial planning industry. Both started on the client side of the industry but found their place and their passion in the consulting world. In this episode, we’re discussing how Jarrod and Brandon got started in the financial planning industry and what prompted them to move from advisor to consultant. They also share what skills and experience are needed to succeed in a career as a consultant, the skill sets that new planners should develop to position themselves as a leader, and what some of the top barriers firms face when they are growing and scaling. You can find show notes and more information by clicking here: https://bit.ly/3bs6Zxh

Jarrod Upton spends his days teaching financial advisors how to create a consistent stellar client experience so that their customers come back again and again as well as refer them business every chance they get. We brought him on the podcast today to share with you how this is done so that you can begin implementing this strategy today. Shownotes can be found at https://www.profitwithlaw.com/017  

Jarrod Upton joins Hannah Moore to discuss his passion for operations within the financial planning profession. From his previous experience, and current role as an operations consultant, Jarrod dives deep into what new planners need to know about operations and firm culture.

Jarrod Upton joins Hannah Moore to discuss his passion for operations within the financial planning profession. From his previous experience, and current role as an operations consultant, Jarrod dives deep into what new planners need to know about oper...

An industry vet, early adopter, visionary, solutions expert. Those are just some of the words that come to mind after my discussion this week with Jarrod Upton of Herbers & Company, a firm that focuses on helping financial advisory firms grow...organically. And Jarrod and I relate on many things, but mostly our "Why" for doing what we do... to help other advisors scale and create efficiencies to impact and serve more humans! During his time at United Capital, Jarrod helped to scale divisions of the business and create a focus on the mass-affluent division while also enhancing the technology and user experiences that clients had when interacting with United Capital. Jarrod knows this business, he has been a practitioner, a leader and now a trusted partner. And today, I'm sure you will get more than just a few ideas on how to better your firm.

In this fourth and final episode in the millennial advisor series, we discuss an area that was not addressed with our previous guests. The other guests were all running their own independent RIAs and generally targeting other young professionals with non-traditional business and pricing models. But what about millennial advisors who are pursuing a traditional career within a well-established RIA? What’s their story? How are the established RIAs finding, managing, and retaining talented young advisors in their business? To find out, I dialed up my friends at United Capital, one of the country’s largest RIAs, and had a great conversation with Jarrod Upton and Brandon Moss. Jarrod and Brandon are two of the firm’s leaders and they work with their young, up and coming advisors.