Growing Organically: The Art of Strategic Client Relationships with Andy Peters
Episode 086: This week, Kyle Van Pelt talks with Andy Peters, Partner at Goldstein Advisors. Andy's CPA license is a rarity in financial planning, allowing him to lend a unique business and tax focus to his Financial Planner and Partner role at Goldstein. He stewards the Goldstein team, managing operations and setting the firm's overall vision and strategy.
Kyle and Andy discuss the unique path and impressive organic growth of Goldstein Advisors. Andy emphasizes the significance of building genuine client relationships, community involvement, and a relentless focus on client-centric service. He also shares the firm's strategic approach to growth, its commitment to maintaining its culture, and its outlook on the evolving landscape of the financial advisory industry, including the role of AI and the increasing demand for tax expertise.
In this episode:
- (00:00) - Intro
- (01:32) - Andy's money moment
- (05:07) - The lessons Andy learned from Epic
- (06:31) - Goldstein Advisors' organic growth strategy
- (09:56) - The role of relationships and trust in the age of AI
- (11:40) - Intentional growth strategies
- (16:43) - The abundance mindset in managing wealth
- (20:02) - Delivering value while staying true to your competencies
- (26:00) - Goldstein Advisors' tech stack
- (28:54) - The future of the industry
- (31:10) - Andy's advice for maintaining a relentless focus on client service
- (32:50) - Andy’s Milemarker Minute
Quotes
"The connectedness plus the focus on our clients has been our growth engine, and we've never felt the need to go outside of that because we have all the growth we can handle as it is." ~ Andy Peters
"At the end of the day, this is a relationship business. We take care of clients, and clients trust us to take care of them. Technology is important. AI will probably become increasingly important in some ways, but I don't think any of that replaces the need for the personal connection we have with our clients." ~ Andy Peters
"We can't be everything to everyone. If we do that, we're simply going to fail in everything that we try to do. So, we try to stick to those core competencies where we have the deep skill set and where it's not going to be automated away by AI or other types of tech tools." ~ Andy Peters
Links
- Andy Peters on LinkedIn
- Goldstein Advisors
- Epic
- Adam Peters
- Fisher Investments
- Annex Wealth Management
- Carbone Cancer Center
- RightCapital
- Holistiplan
- Jon Goldstein
- The Hot Hand
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