Ep. 4 Thinking About the Future ft. Dany Martin, MBA and Chase Crump, CFP® of WFA

“Success is going to be built off of the things that you put into it.”

This week we are psyched to have two WFA Partners and Wealth Advisors on the War Room Huddle podcast: Chase Crump, CFP®, and Dany L. Martin, MBA. You might recall Dany L. Martin, MBA from War Room Huddle Episode 2 and Chase Crump, CFP® on Episode 3.

WFA has 96 cumulative years of trusted advisor experience and 134+ cumulative years of administrative experience. We shake things up in this episode and flip a few chapters back to discuss the history of WFA, thoughtful and intentional succession planning, and intentionality around valuation. “Success is going to be built off of the things that you put into it,” says Dany.

Too many people don’t have a vision for the future. They have no plan, no direction, and no way to reach their goals. “As a younger advisor, you don't have to wait for the retiree to show up and try to sell their business,” Dany says. “Go in there and just bring it up.”

We learn how WFA strategized succession planning in a multifaceted way. They thought about how the clients are going to be cared for and what the transition would be like. They considered the extension of mission vision values, branding, and communication as a team.

It’s all about “taking a step back and realizing it's not about just you, it's about clients,” says Chase, which circles back to the WFA motto of Plan. Invest. Inspire. WFA seeks to plant the financial seed, water it with equal parts caring and knowledge, and then watch it grow.

There is so much awesome information in this episode, we know you’re going to get fired up! Make sure to listen to this empowering War Room Huddle episode with Chase Crump, CFP® and Dany L. Martin, MBA, Partners and Wealth Advisors at WFA. They say you need to be what you wish to see in the world, so if you want to lead a more inspiring life, join RFG.

Join the conversation to hear about:

• The history of WFA (4:24)
• WFA Founder Tommy’s intentional approach to succession planning (8:25)
• Transitioning, restructuring, and finding their groove as a new WFA (12:55)
• How RFG helped navigate the path (18:00)
• The power of a good team (21:22)
• Intentionality around valuation: how much is your time worth? (24:24)
• Chase’s tip to start the succession planning process (31:55)
• Fellowship, conversations, and WFA’s mission-focused approach to business (32:40)
• Crushing it and going remote during Covid (36:21)
• Unattaching yourself from ego (39:00)
• Dany’s advice for younger advisors thinking about upleveling their career (41:17)
• Tips for advisors wanting to execute a succession plan (46:46)
• Reach out and don’t be afraid to collaborate (50:20)

 Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.