What's the Secret to a Successful Acquisition Strategy? Relationships.

What happens when the next generation takes the reins of a financial practice? For Stephanie “Stevie” Green, President of Spencer Financial, the transition wasn’t just about continuing her father’s legacy—it was about expanding and evolving it.

In this episode of Kick It Open, Stevie shares how she and her husband acquired her father’s practice in 2020, growing it from a small, family-run office to a thriving firm with a team of 17. She opens up about the challenges of taking over amid her father’s battle with pancreatic cancer, the lessons she’s learned from navigating advisor transitions, and how she’s strategically used acquisitions to fuel growth.

We dive into what it takes to successfully integrate new advisors, maintain strong client relationships, and build a business that thrives while also raising a family. Stevie also shares her approach to hiring, why complimentary financial planning has been a game-changer, and the power of client referrals in driving organic growth.

If you’re an advisor looking for inspiration on scaling a business, balancing family and leadership, or making M&A work for you, this is an episode you don’t want to miss.

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Produced by Shelby Nicholl.
Edited by Aaron Sherman.

Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU