Ep 237: From Client Services Associate To President And Partner By Building Systems And Culture with Brittany Anderson
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 13 July 2021
⏱️ 90 minutes
🧾️ Download transcript
Summary
Brittany Anderson is the President and a Partner at Sweet Financial, a hybrid RIA based out of rural Minnesota that manages $860 million in AUM for 1,100 families. Brittany joined Sweet Financial right out of college, ultimately working her way up the firm’s ladder from sales associate to COO to President and one of its owners.
Listen in as we discuss how Sweet Financial has steadily built close to $1 billion in AUM—despite being in a rural area with a population of only 10,000 people. You’ll learn how Brittany has been able to recruit talent by focusing on cultural fit above and beyond skillset, as well as why there has never been a better time for women to join the financial services industry.
For show notes and more visit: https://www.kitces.com/237
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.1 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading |
| 0:12.4 | financial advisors navigated the inevitable challenges that arise on the path to success |
| 0:17.4 | and get insight from leading industry consultants about how to break through to the next |
| 0:22.2 | level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:28.4 | Welcome to the 237th episode of the Financial Advisor Success podcast. My guest on today's |
| 0:34.1 | podcast is Brittany Anderson. Brittany is the president and partner at Sweet Financial, a hybrid RIA in Fairmont, Minnesota, |
| 0:40.6 | that manages 860 million in assets for 1,100 client households. |
| 0:46.1 | What's unique about Brittany, though, is that she joined Sweet Financial directly out |
| 0:49.7 | of college as a client service associate, and in the 15 years since has moved progressively through |
| 0:54.8 | the ranks, ultimately taking on the role of CEO and now becoming the firm's president and one of |
| 0:59.6 | its owners. In this episode, we talk in depth about how sweet financial has been able to |
| 1:04.9 | steadily grow towards the $1 billion milestone, despite being located in a rural Minnesota town |
| 1:10.2 | with a population of just around 10,000. |
| 1:12.7 | How Brittany's firm hires new team members into salaried support roles so they can develop and |
| 1:17.0 | learn within the firm's culture, staying in those positions for as many as five years before |
| 1:21.1 | becoming advisors and only then starting to gradually assume lead roles with client relationships. |
| 1:26.0 | And how Brittany is able to recruit talent to work in a |
| 1:29.1 | small town by treating job ads as marketing pieces and seeking to attract good cultural fits first and |
| 1:34.9 | foremost, and then later working to teach the technical skills. We also talk about how Brittany and Sweet |
| 1:40.9 | Financial concentrate on four main business development channels, including creating dedicated platforms to help women who are navigating major life |
| 1:47.9 | transitions and to advise business owners on building culture and growing their own businesses. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Michael Kitces, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Michael Kitces and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.