In this insightful episode of The Trusted Adviser, host Rob Pyne chats with Dan Brown, Principal of Coastal Advice Group, about his extraordinary journey in transforming a small financial planning team into a thriving enterprise.
Dan shares the key lessons he’s learned from scaling his business, including how to identify opportunities in acquisitions, the importance of cultural alignment, and the practical differences between “plug-and-play” businesses and “renovator’s delights.” He also dives deep into his philosophy of leadership, emphasising the power of honesty, teamwork, and a growth-oriented mindset to achieve lasting success.
Listeners will walk away with actionable advice on building momentum, developing future-focused organisational strategies, and staying competitive in an evolving financial planning landscape. Whether you’re exploring acquisitions or looking to refine your business strategy, this episode offers inspiration and practical insights for every financial planning professional.
Tune in to hear how Dan’s focus on collaboration, clarity, and reinvestment has propelled Coastal Advice Group to the forefront of the financial planning profession.
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