Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsas to hear stories of how leading financial

advisors navigated the inevitable challenges that arise on the path to success and get insight

from leading industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 147th episode of the Financial Advisory Success podcast. My guest on today's podcast is

Jeff Dobines. Jeff is the founder of Southwestern Investment Group,

a hybrid advisory firm based in the Nashville area that oversees nearly 3.5 billion of assets

under management. What's unique about Jeff, though, is the way he's been able to develop next

generation talent in this firm, with a deliberate focus on not hiring experienced career changers

or advisors with an existing book of business hiring experienced career changers or advisors with

an existing book of business, but instead bringing in new advisors in their 20s and giving

them the opportunity to learn alongside experienced advisors from day one in a two-year mentoring

program. In this episode, we talk in depth about the two-year mentoring program that Jeff's firm

has built. Why Jeff

views it as so critical for new advisors to spend the bulk of their time sitting alongside a senior

advisor in every client meeting, how they compensate their new advisors while they're effectively

being paid to learn, how they split the cost of talent between the firm itself and the senior

advisor who's being supported, and the

task that they ultimately hand off to the new advisor to create value for the firm while the learning

process is still ongoing.

We also talk about the marketing approach that Southwestern Investment Group has used to grow to

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