In this episode of The Fintape, Brodrick sits down with Kelly Gallimore, ChFC®, CES®, a former bank teller turned advisory firm co-founder and now Culture Officer at Merit Financial Advisors.
Kelly’s journey is anything but linear—and that’s what makes it so valuable. From stepping away to raise a family, to re-entering the workforce, to launching a firm built on deep relationships and client trust, her story shows what’s possible when you lead with values.
In this conversation:
- Why your real differentiator isn’t your AUM—it’s your authenticity
- How Kelly turned client relationships into a $300M firm, without advertising
- What most advisors miss when selling their practice—and how to protect your culture in transition
This one’s for any advisor wondering how to stay true to their purpose while building something lasting.
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