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November 4, 2019 • 46 mins

Nate Joens: All right. Welcome everybody to our third interview with the top ISA. We're really excited about this one today with Alex Vincent. Robby T is, of course, joining us from Hatch Coaching after one of their very successful webinars, it sounded like, of their own. Again, for all of you watching, my name is Nate Joens. I'm with Structurely. We are joined today by another top ISA, like I mentioned, Alex Vincent of the Simone Group.


Nate Joens: This is going to be another detailed discussion about how she's running her ISA team, how her practices might differ from other practices of ISAs that we've had on the prior webinars in this series. And with that, Robby would you like to introduce Alex?


Robby T: I love it. First of, if any of you don't know, I only call Nate, Nate Joens like the rapper Mike Jones. And if you want a funny laugh, just go look up who Mike Jones and it's going to be the worst song you ever heard. Some every time I see Nate I think of-


Nate Joens: Not very good.


Robby T: Not very good. Anyways, Alex, super excited to have you on today.


Alex Vincent: Thank you.


Robby T: I first had the pleasure of meeting you... Was it about a year ago now?


Alex Vincent: Over a year. It was December 2017.


Robby T: December of 2017. It's been far too long. And we were doing in-person league immersion trainings, and Alex came up here with a team member, correct?


Alex Vincent: Courtney. Yeah.


Robby T: Yep. Yep. I remember you... Too many names, faces. You know how it goes. But what I loved is... Alex is, I believe, one of the most talented ISAs I've ever met. And I think, when you were up here, you just naturally showed that you get this role. And I think we have a lot of the same core beliefs. What I was most impressed about is: Alex is not afraid to share her opinion. And we had about 30-some people in the room, and I love it. You were very direct, you gave your thoughts. And more importantly, if you didn't agree, you named something. And that was really cool.


Robby T: So, super excited to bring your perspective to the role. In a moment I kind of just want to have you start off by telling us about you and who you are. I'm disappointed that baby Elliot isn't in the webinar right now. And I was kind of hyping that a baby would be involved. In crisis of leadership. But I get it. I get it.


Robby T: Anyways, Alex, tell us about you. How the heck did you join the Simone Group? And just give us the 101 on Alex Vincent.


Alex Vincent: Yeah, so. Commenting on Elliot not being here, she would've cried. It would've ruined the whole thing. So I definitely want to be [inaudible 00:02:55] of that. But yes, normally she is with me. I bring her to work every day. And... All day long. And it's actually a really great conversation starter. I think it's giving me an edge, not going to lie.


Alex Vincent: So joined the Simone Group back in 2017. And this was with the intention of building an ISA department, helping build up the team in sales. And it's been so rewarding. Our director of operations, Zach, was actually a close, personal friend of mine for years. And when he was kind of talking to me about our brokerage and the team, and the goals and kind of vision, really, it definitely drew me in. The ability to build something and have this kind of start-up feel, but with the support of a team that's been around for years. And the leverage and the money, which is a big part of startups. It's a big sore spot for some people.


Alex Vincent: It just... It really elevated me and brought me into some high level conversations. So I'm really excited to be here. I love Mondays. Not many people can say that. So yeah, we're just... I'm really excited to be a part of the team.


Robby T: I love it, I love it. So, every team in brokerage... We kind of

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