Ep. 9 Be Intentional About Growing Your Practice ft. Lance Billings, Founder & Financial Advisor at The Billings Group

This War Room Huddle episode features Lance Billings,  Founder and Financial Advisor at Billings Group, who so powerfully weaves community, the love of his hometown, and his faith into building his business.

Salina, Kansas is home, it’s work, it’s family, it’s the center of everything Lance holds dear. Lance was born and raised in Salina. He raised his family there, started a business there, runs a business there, and will eventually pass the business on to family there. The Billings Group isn’t solely a wealth management firm; it’s a family-run business with deep community ties in Salina, Kansas.

Lance’s two son-in-laws, Nathan Reynolds and Josh Kilsch, are also Financial Advisors with the Billings Group. Lance’s daughter, Alyssa Mitchell, spearheads client relations alongside an A-player operations team. Prior to founding the Billings Group, Lance watched and worked alongside his father, Larry R. Billings, in his tax practice Billings Tax, who at the age of 86, still does taxes. 

Listen to this episode with Lance Billings to understand more about building your business during a transition, creating a multi-generational family business, and why you have to surround yourself with good people. 

Join the conversation to hear about:

• Growth in the future and building your business during a transition (1:15) 
• The importance of hiring good people and surrounding yourself with good people (1:50) 
• Lance's advice to young advisors getting into the business (5:10) 
• Engaging in a conversation thanks to technology (7:30) 
• Navigating a multi-generational family business (10:15) 
• Relationship building with clients to establish succession-planning (14:25) 
• Walking into independence with succession-planning in mind (18:25) 
• Why is it so hard for advisors to unplug? (22:20) 
• Partnering with Bluemonte for investment management (24:20) 
• Growing up in Salina, Kansas (26:55) 
• Faith first (28:55) 
• Facing growth boldly (30:50) 

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.