Building a Powerhouse Network with Meg Hanington and Genevieve E. Thayer

Meg Hanington and Genevieve Thayer
Co-Founders of Beacon Partners
April 12, 2023

In this episode, we are thrilled to welcome two experts in the field, Meg Hanington, EPC, and Genevieve E. Thayer, EPC, co-founders of Beacon Partners.

Imagine being able to scale your business to new heights faster than you ever thought possible. By forging strong relationships with like-minded individuals — you have the power to expand your network and tap into the collective knowledge of industry leaders.  

In this episode, we are thrilled to welcome two experts in the field, Meg Hanington, EPC, and Genevieve E. Thayer, EPC, co-founders of Beacon Partners. They will share their vast knowledge and experience on the critical importance of networking with specialized professionals and reveal strategies to help you build a powerhouse network that can change the trajectory of your career or business.  

In this episode, you’ll learn:

  • How to identify and find the right specialists to serve your clients’ every need
  • Strategies to boost your credibility and gain referrals from industry professionals
  • Tried-and-true methods for forging a diverse and sustainable network
  • And much more!

Success is not defined by doing everything on your own. The power of community and partnership may surprise you.  

Connect with Lara Galloway:   

Connect with Meg Hanington, EPC, and Genevieve E. Thayer, EPC:  

About our Guests:  

Co-founder Meg Hanington spent a number of years working at Merrill Lynch in finance, asset management technology and product management. She now supports independent financial advisors to identify their barriers, get off autopilot and help them to build their “ideal” practice through coaching, consulting, emotional quotient programs and aligning their people with purpose. Meg’s unique ability to listen and understand her clients’ goals and implement a workable solution for achieving them has been a recipe for success.  

With nearly 20 years of experience as an operations expert in the financial services industry, Genevieve’s background includes extensive compliance, technology and client relationship management. She excels at designing solutions to improve processes and building efficiencies into the day-to-day operations of an organization. As an executive and leadership coach, she encourages her clients to challenge the “status quo” and think beyond their current barriers to effectively and honestly implement meaningful changes for themselves and their organizations.  

Podcast Transcript

Voiceover: [00:00:00] Welcome to the FAST Podcast. Financial Advisor Strategy Talks with Lara Galloway, SVP of Financial Education at White Glove. Lara provides advisors with an opportunity to hear from some of the best minds in the business, follow along to learn quick tips to help you grow your business. From gaining new leads, to keeping current clients engaged and everything in between.

Now onto the show.  

Aric Johnson: Hello, and welcome to the FAST Podcast with your host Lara Galloway from White Glove. Lara, what's going on?

Lara Galloway: I have a great couple of guests for us today, Aric. I can't wait to introduce them. I would say this is a dynamic duo for sure.  

Aric Johnson: We got to chat a little bit before we hit the record button and it is International Women's Day, so this is incredibly timely. What are you guys talking about today?  

Lara Galloway: We are going to talk a lot about how advisors can build their professional network and why that benefits them and their clients. So, without further ado, let me introduce our guest today [00:01:00] from Beacon Partners. I have Meg Hanington and Genevieve Thayer.

So, these ladies are the co-founders of Beacon Partners. Meg spent a number of years working at Merrill Lynch in finance, asset management, technology and product development, and she now supports independent financial advisors to identify their barriers, get off autopilot, and help them build their ideal practice through coaching, consulting, emotional quotient programs, and aligning with purpose.  

I'm also going to tell you about Genevieve. She has nearly 20 years of experience as an operations expert in the financial services industry. Her background includes extensive compliance technology and relationship client management, client relationship management, and as an executive and leadership coach, she encourages her clients to think beyond their current barriers and effectively and honestly implement meaningful [00:02:00] changes for themselves and their organizations.  

So, wow. Welcome to the FAST Podcast, Meg and Genevieve.  

Meg & Genevieve: Hi. Thank you so much for having us. Thank you.  

Lara Galloway: Well, it is a perfect timing, as Aric mentioned, to have you guys here with us on International Women's Day, and when this podcast goes live, we'll be a little bit different, but it's so great to be able to talk to you guys, being that you are in the industry and you are also with me, members of the Females and Finance Group.

Which I love. We love and support Sheryl Hickerson and all the work she's doing so. It's just great to build networks and that's kind of what we're going to talk about today. We are both in a wonderful network of amazing people in the financial industry and we're both kind of out there building our industries on LinkedIn.

That's how I met you guys when I was out doing a little bit of professional networking and I saw some of the work you guys were doing with I believe Seeds was the first time I came across you as Seeds investor. And like this is [00:03:00] exactly how it works. So, I just wanted to spend some time talking today and sharing some of the things that you are using as ways to build your own personal networks and ways that you help coach your financial advisor clients to build their networks, and I want us to touch on some of the reasons, not just how to do it, why it's so important for both the advisor and for their clients.

So, let's go ahead and get started talking about that today. My first question for you guys is just let's talk about why it is so important. What is the reason that we should be compelling our financial advisors listening to the podcast to make sure that they are doing their best to build their professional network?

Meg & Genevieve: Yeah. Well, thank you Lara. And I think it goes without saying. Financial advisors strength in working with their clients is not just the work that they're doing with them, but also the resources that they're helping to provide an extension of that expertise, if you will. And we [00:04:00] do know that financial advisors who have a very robust network are able to scale and grow their businesses much more efficiently than if they were just doing it on their own.

Right. There's also, the ability to say, look, I may not be the best to serve you and your needs. So, I do have a network of even other financial advisors, right, as advisors go throughout their time building their businesses. It's a very natural progression to evolve maybe away from a certain demographic that you initially worked with, but that you're not really focusing on them anymore.

And so again it does allow them to continue to evolve and scale that business. I'd add to that, that even if you are not going to move off a group of clients that you've initially got, you're not an expert in everything. So, stop trying to be an example. An example would be insurance.

All your clients need some type of insurance, right. [00:05:00] The insurance industry is so complex and the policies are changing constantly. You really want to have a partner in your network who spends their day knowing exactly all the intricacies about that product or solution that can best serve your clients.

So, what you want to do is build that connection and build that resource into your practice so that when Genevieve comes in as a young mother with children versus an old goat like myself, our insurance needs are very different. And so, an Insurance specialist is going to know exactly what's best for each of us individually.

You don't need to know that as the advisor. You just need to know who to pull in. And part of your expertise is knowing when to really initiate that type of an introduction. Right? Yeah. It's knowing I can only go so far, but here's another person or a firm that can really [00:06:00] fill those gaps for me.

And I would also say just having that referral source, having that robust referral source locally and regionally. It just adds to the strength that you're bringing the firm that you're growing. You build that household name, right? When you know enough people.

You are at the forefront of who they're thinking of when they have a client that maybe needs your services. So, all around I think it's just really good from a business perspective. And we always talk about this, I think, and Meg can maybe finish the question, but having not just one but three or four in each category.

And I would also add that while that is very important, having a financial advisor in your network is important as well. There is undoubtedly going to walk in a prospective client into your office or perhaps is referred to you by an existing client that is not going to be best served by you and your team, but you want to [00:07:00] be able to refer them to someone in your network who can help them with their financial planning and wealth management goals.  

You just don't want to say, oh, can't help you, but you want to be able to have maybe one or two other advisors in your network and he'll be a great resource for other things for you in the future as well.

Lara Galloway: That's a great point and I just want to dial this in a little bit. We're talking about building a network and you did mention as a first example insurance agents, right? Somebody that specializes that there's so many areas that financial advising and planning touches wealth management insurance.

I mean all the tax implications, estate planning. So, I wanted to build that out and talk about who else should be in that network. And I've already maybe mentioned a couple, but I'd love to hear your recommendations. In addition to insurance and other financial advisors, who are some other folks that need to be in a financial advisor's network?

Meg & Genevieve: All [00:08:00] of those that you mentioned, certainly and there's going to be, if not a client, there's going to be a client whose parents are going to come to you to say, I need assistance with my parents. They are getting older. They need help. Somebody perhaps with special needs, a child with special needs.

Those are additional members of your network that you should really bring into the fold to be a wealth of information for your clients. When a variety of situations will present, you must be ready for them.  

Lara Galloway: I wanted to add to that because I think it's important to put this out there for advisors that are listening to us today to know who you are working with.  

If you serve one specific niche or if maybe there's a couple and there's maybe some overlap, I think that would really help define the types of other professionals that you need collectively. Thank you for making the globe shape, [00:09:00] because I was struggling to think of that word, but that you need globally to really look at how you're serving folks from a very holistic perspective.

This term made its way over the past decade or so in the industry, but really and truly, it matters. And it reminds me of an individual that we had on our show that we were interviewing and how his specific niche was the folks that are retired, folks that are maybe needing to transition to assisted living.

And as a financial advisor, he had built a network of individuals only had to do with folks that needed services assisted living and depending how deep they needed that. And that's a key example of if you are working with a very specific group of folks, you really need to think outside of the general CPAs and accountants and estate planning attorneys.

Meg & Genevieve: Megan mentioned elder care, right? Those are sort of like [00:10:00] level set, ground floor that you absolutely need, but how much further can you based on the niche that you're serving, folks who work with solely attorneys, physicians, corporate executives folks that are on the mental health side of the care and medical aspect.

So really thinking about that, and if you were in your client's position, what type of services would you really need? And that would, I think help build and inform who you're making connections with to add that robustness to your network. Great point. It's not a one size fits all to say, every financial advisor needs an accountant, needs an attorney, whatever.

Right? Well, that may be true. Maybe everyone does need an accountant and an attorney. That's fine, but looking at your market, looking at the niche that you've chosen to serve, if you are a retirement specialist, there are, you know, like you mentioned, the elder care could be a big piece.

Medicare specialist [00:11:00] could be a big piece, right? There could be long-term care, there are different types of support in that area, and working with people that in the category of maybe an accountant or an attorney specializes along with you to serve that demographic versus if you, I know a lot of the financial planners we work with really do focus on the retirement area and thinking about, well, if your products and your services and the way you're set up don't allow you to work with some of the NextGen investors that maybe have 10,000 to start with and that's it.  

They've got 10,000, but they could be a client with of yours for 40 years. There's amazing value, but you don't have a way to serve them. Okay. Are you partnered with someone that serves that demographic or maybe you've got, some specialists in there that are working with people who looking at the financially independent, retire early, you know, the fire movement or whatever.

Lara Galloway: So I love what you're saying there, and I think that it does make so much [00:12:00] sense to take a look at your own target demographic, your ideal client, and decide where to focus and how to get those specialists to be aligned with your mission.

Yeah. So now I want to just take it another step further and I can see why that's beneficial, but like, you guys focus on this. So what value does that kind of connecting, that kind of intentional networking provide to the advisor and to the advisor's clients? Like we're talking about some nebulous kind of stuff here, but just can we just articulate it point blank?

What are the values that are available there for the advisor and the advisor's clients?  

Meg & Genevieve: The number one reason, in my opinion is that those members of your network will remember you are in the business of running a business and making money, serving your clients certainly is a passion, but that has to sustain itself over time, and part of [00:13:00] your job as a business owner is to market yourself, and there's no better way to market yourself than to deepen relationships with members of your network who will always remember that you care deeply about your client's needs, that you are a specialist in a certain area, and that they will always remember someone in their network who needs to be referred to you.

And you do that very methodically, very regularly, very intentionally and consistently.

I love the chambers. Advisors love the chamber, but this is not going into the chamber meeting and dropping off your business cards and hoping that now is somebody within a member of your network. It's giving that individual your card, it's meeting with them regularly.

Maybe four to six weeks is too much. [00:14:00] Maybe eight to twelve is somewhere in a balance, but it's really digging deep in understanding one another's values so that if I'm going to refer my client to Genevieve, I better darn well know that she's going to treat my client just as the way I would want to treat my client and vice versa.

Lara Galloway: And that's very important because we have heard many, many times where an advisor is referring their client to someone and that client was not happy at all. Well, guess what? That client's going to remember that and maybe not refer you in the future to a member of their network and we touched on the values a little bit earlier in the conversation.

I think just that folks know who you are and who you work with and your own value system in terms of how you are servicing people. I think that's not always articulated in a way that's remembered, understood fully, to touch upon what Meg just mentioned, how terrible is it to refer folks out?

And then it ends up being a really [00:15:00] bad, servicing experience. Right on both ends and really just to underscore something that was mentioned earlier, you don't need to be an expert in everything. And I think that shows that vulnerability to your clients to say, you know, I know this is important.

I don't exactly know how to do it, but I do know someone that does. I think that adds so much weight to your credibility and how you're serving your clients in a way that's in their best interest.  

Meg & Genevieve: Of course we know that independent financial advisors especially do have that fiduciary responsibility, and I do think that that adds a tremendous amount of credibility.

Lara Galloway: I was very intentionally steering you toward that word, that's the word that I really wanted to call out, is just the credibility. Sometimes an advisor might have the idea that if they don't have the answer to everything, if they don't keep control of the relationship as a word I've heard or a phrase I've heard a lot where they don't want to lose control of the [00:16:00] relationship.

Therefore, they don't want to refer people out, therefore, they don't want to bring in another expert from the outside. They want to bring it all in-house. They're so proud of that. And I feel like you just did say that really eloquently, that this is actually a boost to your credibility, not a challenge or a detractor to it.

And I think you said a really important point, and I think this point needs to be called out. Listen, not everybody just because they're a professional and they have this accreditation, and this certification means that they're going to be a good match and a pair for you. There are instances because we're seeing it a lot in terms of the accounting side, right?  

They're bringing in wealth management as part of their services, right?  

Meg & Genevieve: So as a financial advisor, of course I'd want to protect that relationship, but really thinking about getting further than surface level with [00:17:00] folks that you're building into your network and really understanding them.

Where do you end and where do they begin? How do they service their clients? Are they offering these ancillary services that are in competition with what you're doing? That must be a part of the consideration and factored in, but the fact of the matter, coming from the way that you just described it, is coming from a place of fear.

My fear, if I'm not controlling this, then it's going to get out of hand. So really what's the root cause at that point? Is it because, you know, at some point you feel you're not meeting the need of the client and if you open the store a little bit, they're going to be like, oh, I just experienced this and this was so much better than you.

So now I'm leaving. I mean, I think we need to open up that Pandora's box a little bit and maybe there's an opportunity to say, am I really servicing my clients in a way that would make them never think of leaving me doing that? I mean, to your point, stretching that a little further, [00:18:00] when you engage with the client, you say right out of the gate that you're not the expert in everything that they're going to need over the lifetime of this relationship.

You say, I'm not an estate planning attorney, I am not a tax attorney. I am not a fill in the blank, but I have a strong network of individuals who are, and when the time is right and when those individuals need to be pulled in to discuss your family's financial wealth management and planning, we're going to have them at the table here. And that's the value that I bring to this relationship.

Lara Galloway: I love that. And who's not going to say, okay, I'm in. I don't have to go shopping anymore. Right? Because sticky assets from both sides are wonderful. Right?

Absolutely. One of our coaches here at White Glove is Dan Collison, and he talks about that [00:19:00] model of how the advisor is the client's CFO, I'm your chief financial officer, but I don't wear all the other hats of the executives that need to run your team. So, we're going to have the wealth manager, we may have a stockbroker, we may have an insurance agent, we may have an accountant, we may have an estate planning attorney, we may have Medicare specialists.  

So having all of that together but having one person be the person that sources all of that for the client and that model, like explaining that model, like this is the network I bring to you.

This is the value I bring to you, is that these are people I've carefully vetted and although they don't work for me and I don't work for them, we know that by each of us bringing our specialty to your service, that we're going to be able to provide you better opportunities. So, I love how you said that.

That was super great.  

And then, we're not calling this episode how to build a referral business, but clearly one of the takeaways that I know everybody's [00:20:00] hearing is that building this network is also looking for opportunities to have that two-way street of mutual referrals for each other.

Meg & Genevieve: Every advisor wants that. Every advisor wants to have a source where referrals are coming in, where people are already vetted and all they have to do is say, yeah, I can take you on as a client. Let's talk next Tuesday. Right? So that is certainly a huge value to them. But I think the credibility thing was something I really wanted to call out because I've heard that is a bit of a mindset that some of the advisors struggle with thinking that they're giving away some control or power when maybe undercutting themselves saying, oh, well, if you don't know everything, you're not good enough.  

When that clearly isn't the case, this is literally flipping the switch on that mindset. There are many things that advisors have learned early in the day where that is changing a mind shift.

We're no longer cold, we're [00:21:00] saying we're not the experts on everything. It's a new day, and in order for you to grow your business successfully, you need to be open to those things.  

Lara Galloway: Yeah. Excellent. So, let's talk about some strategies for that too, we can talk about how good this is, but I always want to make sure on this podcast that people can have some takeaways and make sure that they can enact something very quickly from what they learned today.

So, if I'm going yeah, okay, you're right, this hits at the right time. I know I need to expand this network of mine and I know I need to do that, but literally, how do I do that? What are some successful strategies you recommend to your advisors to get out there and find that and find those people and build that network?

Meg & Genevieve: I usually look at this from a multifaceted perspective, and I think, again, creating that baseline, what types of regional, very local events, can you network in, right? Everybody knows the chambers of [00:22:00] commerce, but there are spinoffs of that smaller groups that you can look at joining. Those very key things like your social media presence, right?

How are you interacting with the general public? What information are you putting out there? How are you positioning yourself as a subject matter expert or for folks from a financial planning and wealth management perspective, but I think there's one caveat there, don't rely on one source. Don't rely on just going to a local meeting or a networking group and saying, yep, this is my pool of people.

This is how I'm going to get my clients. It really doesn't work that way. You have to really think out of the box. And it's interesting we have an opportunity to talk with and meet so many advisors who have such a different approach with how they're building their businesses. And I loved what one specific gentleman said to us, and it really resonated with me and stuck with me because I think this is our approach as well as we create our business and scale it, every [00:23:00] conversation could potentially open up a door to an opportunity.  

Don't be afraid to have conversations with people who may not seem like they're your target audience, who may not seem like they're a person that's worthwhile. And I hate to throw that out there, right? But like, that's not somebody I would ever do business with because you really never know what going to open up and expand for you from a potential prospect.  

And I would say and maybe Meg can expand on this, don't be afraid to host things of your own. Thinking outside the box, is there a round table event that you can create and building a little universe of your own to bring other professionals into the table and have, robust conversations and getting to know one another.

Again, building that network. I'm sure Meg has some thoughts. I'm going to build on that and create your own little mastermind. If it's a round table, you already have an attorney. You already have an [00:24:00] accountant I suspect in your network. So, invite them somewhere to have some coffee and have them each invite two or three people within their network.

It doesn't have to cost any money. It can be once a quarter. You're sharing business ideas, you're sharing marketing strategies. You may be able to determine a specific niche that each of you are going after and you can bounce some ideas off one another on how more effectively to do that.

We mentioned the chamber twice now. It's an invaluable resource. It's a great way to get into the community, but you've got to have that conversation elsewhere outside. We're all having conversations on Zoom. We built our business right before COVID. We have been so honored to meet so many wonderful people across the country that we would never have had it not been for COVID.  

So that, in my opinion, a total blessing and [00:25:00] every conversation begets another one, which is wonderful in order for you to build your business. And if you are wanting to be the best in your regional community, get on your social media, get on your town Facebook page, post something unique about yourself.

If you're a young mother you got kids in school, you're saving for your 5-9 for your own kids. Say that so that you're attracting a network of young mothers within the community. If you're a more seasoned advisor and you're personally helping your parents transition into a senior living care situation, and that's who your market is, say that you will immediately resonate authentically to the members of your community, and it will take.

Lara Galloway: I love what you're saying here, Meg. This is a big philosophy of mine as always, knowing what opportunities you're looking for. I think of what we've covered today, first and foremost, you must be intentional and decide, yes, I know I want to build my network. Secondly, I hear that one of the [00:26:00] really great ways to help advisors start building that network is to focus on their niche.

Who are you serving? What other services and service providers might fit that? Also specialize with that niche. Then third, one of my favorite things that you've just hit on there is the mindset that, so if you have the mindset that you know that you're looking for that, now you can start attracting it.

And I'm a big believer in that if you start putting things out there that talk about what you're about, what your interests are in, what you're struggling with, what your personal challenges are, that can be such a great way to talk a little bit like trying to take care of my parents, those of us being in that sandwich generation where we're taking care of our own family and then also our parents as well.

You know, just stuff like that. Putting it out there is such a great way to start building that network. And it's not just going to a chamber of commerce and just being perfunctory and dropping off your business card and check I did my networking.

I work [00:27:00] running up on time, but I want to ask you quickly to just share a little bit about how I told you guys that it's conference season kicking back off with a vengeance because while Zoom did make so much connecting possible for us, we had to learn how to recreate that connecting and networking during COVID.

There is a bit of a pent-up demand for those of us who do like to get out and go meet people in person again. And if advisors are going to conferences, if they are joining in the conference frenzy that's happening again. Do you have any specific suggestions that they can use to build their network and be successful when they're at those?

Meg & Genevieve: Yes, and in the interest of time, we'll keep it short and sweet, but I think the number one thing to consider is there are so many conferences and figuring out which one is the best one or two for you to attend. Right? Because every advisor has a different goal. There are different speakers at every type of conference.

What aligns best with your goals? [00:28:00] And I think once you decide that being hyper-focused in terms of what you're looking to get out of going to that conference, is you want to network with other advisors, work with a certain group of people, hear certain speakers, whatever that metric is going in and deciding, this year, the next two years, I'm hyper-focused on my marketing initiatives or, improving my tech stack.

And I think that will inform sort of how you navigate those conferences that you decide to go through. I think that's really important because otherwise you go, you attend some breakout sessions and really what was the cumulative value of attending that event? You need to go in with this specific plan in mind and what you're looking to accomplish.

I want to add to that, especially on International Women's Day, we're moms, we've been to conferences. and quite frankly, [00:29:00] we want to cut through the bs. We don't want to be away from our kids. We don't want to be flying out on a Saturday to do something on a Sunday or Monday, it's a lot. So also figure that, how were these conferences responding to women's needs on this day of International Women's Day and parents' needs, quite frankly, because even dads don't want to be away from their kids, especially when they're young.

So, conferences really need to be specific in serving their audience. And when there's a hundred breakout sessions to attend to, how can you possibly get all that you need to get out of cut down on the quantity, I would say, of all the breakout sessions, make them a little bit more deeper.  

I always found it challenging. You're in this huge conference set and you're running from one end of the building to the next. Like you were the first day of high school and like, oh, I can't be late to class.

And those [00:30:00] breakout sessions don't really dig from my perspective, on what you really want to get out of them. So, conference creators might take a little bit of a page out of making those breakout sessions a little bit more meaningful, real life examples.

Lara Galloway: Kind of like our conversations today, but obviously deeper. Yeah. I love it. I hear that intentionality. So, if you are going to attend a conference and your point, Meg, like running from one end of the place to another, what's happening is that your intention to get 10,000 steps or 20,000 steps in a day?

Then great. But if your intention is to understand the human side of money and find some people that can be [00:31:00] financial coaches, perhaps, maybe that's another person. We didn't talk about adding to a network, but I think more and more I'm seeing that come up as something that planners are saying, we're really good at plans and we're really good at investments.

We also need someone who's going to be a really good financial coach to help people that may have some money conversations they want to work out and whatever. So, let's say you're looking for a financial coach to add, or you're looking for an estate planning attorney to add, then choosing the right conference where those people will go, choosing a conference where that is a focus.

As a topic of the conference, and then even if you are going to these giant ones, and there are a million breakout sessions, choosing the breakout sessions that align with that purpose. So, starting again with the end in mind. When you know what you're looking for, make sure you go to the right place to find it, and then make sure you are single minded about looking for that rather than just swimming in the ocean and taking in everything because you might come away with a little less than you [00:32:00] hoped.

Meg & Genevieve: Exactly. And I just wanted to add one thing really quickly. Sorry. For an advisor who's just starting out in the business, I think one of the most important things is to network with some of your peers newer in the business, established in the business, whatever you're called to, but having that smaller network of folks that may be through the same custodian that you're working through, because creating that little micro universe of your own, because you do need that peer to peer interaction.

And if you're not part of a mastermind with other financial advisors, you really do need a little collective of your peers.  

Lara Galloway: Great One. And when you're going to those conferences, again, that's another opportunity to network and discuss best practices and learn what they're doing and provide some ballast to how you're building your business as well.

Meg & Genevieve: I'm going to add one more thing that we talked about in terms of centers of influence. [00:33:00] Get yourself someone in your network who understands the psychology so that you can understand how your clients are coming to the table with their biases about money, so that you can help them better.

That's certainly a conversation that has been significant of the last couple of years and has really informed myself on the way people think about money and therefore make their decisions about their investing. I would highly recommend getting either your self-training on that or have someone in your back pocket who can help you with that.

Lara Galloway: 100%. I'm super excited about heading to the SHIFT conference in a couple of weeks in San Antonio, and it's all about the human side of money and behavioral finance. I love this stuff, so I'm super excited about that. But ladies, I think we could talk for another day on some of this stuff because these are really great tactics that you're [00:34:00] sharing and not just tactics, but intentions.

And if there’s one thing I want to take away from today's conversation is just being mindful of why you're doing what you're doing. And if you have that figured out, then you're going to go about those actions better and you're going to get more success in building that network that you're looking for.

So I want to always end with just a definition of success. I would love to hear from you guys, the definition of success in your personal or your professional life, or something you recommend for advisors, or it could be really hyper-focused on definition of success in building your network.

So I'd just love to hear you guys share a little bit about what you see as a success metric.

Meg & Genevieve: I think success to me and how I hope others resonate with it as well is when you are in alignment in and of itself is a [00:35:00] really good metric for your success. But I also heard, and I don't know who to credit this to, but I did hear this and I said to myself, wow, this really makes sense when you're doing something that never feels like work, and that is when you truly reach alignment and you're doing something, it's a passion of yours. You're called to it, and it never feels any sense of going against the grain. Any sort of like push pull? I think that to me, that's my personal metric of success.

Lara Galloway: Well, I can tell you quickly, that's Henry Ford you're quoting. He says, if you do what you love, you'll never work a day in your life. What about you?  

Meg & Genevieve: I agree with all of that. And I would add that when you put your head down and at night, do you feel good about who you spoke with? Did you help someone? Did you improve yourself in some way?

Do you have a good idea about getting up [00:36:00] the next day and back at it with a heart of openness and joy and giving? And that to me is success.

Lara Galloway:  I love it. Well guys, it has been an absolute pleasure spending National International Women's Day with you today. So, thank you so much for joining us here on the FAST Podcast, and we are so lucky to have you sharing your advice with everybody.

Meg & Genevieve: Thanks for having us. It's been great.

Aric Johnson: This has been fantastic. And I'll tell you, when you guys were talking about conferences and how to build them, my eye is twitching because we've all been to those conferences that just drive you bananas. I was lucky enough to be a part of creating and reformatting a couple different conferences and it's like, please stop building in 7 to 10 opportunities to network.

This is not my vacation. I'm here to learn. And please, how about you put more time in between the breakout sessions because that's where the networking truly happens. Plus you don't have to run across [00:37:00] the entire conference platform, but build in that time. Because advisors that go there with the intention of networking and learning, they're going to find a way to network.

They're going to find those conversations. You don't need to build those things. Anyway, I was just twitching over here, so it was a fantastic podcast today. Thank you so much. If folks want to reach out and find you, where do they find you?  

Meg & Genevieve: Our website is www.yourbeaconjourney.com.    


Lara, thank you so much. If folks want to learn more about you and your network and what we're doing here with the podcast, how do they reach you guys?  

Lara Galloway: We are info@whiteglove.com or just hit the website and you'll find all of our resources for advisors there.  

Aric Johnson: All right. Well, thank you all for this podcast.

This is fantastic, and of course, our last thank you goes to your listing audience, thank you so much for tuning in and listening to the FAST Podcast with Lara Galloway. If you have not subscribed to the podcast yet, please click the subscribe down button below. This way, when Lara comes out with a new podcast, it'll show up directly on your listening device, and we humbly ask that you share this podcast, rate it and leave a [00:38:00] review as this actually does help others find the show.

Again, thank you so much for listening today. For everyone at White Glove, this is Aric Johnson reminding you to live your best day every. And we'll see you next time.  

Voiceover: Thank you for listening to the FAST Podcast, Financial Advisor Strategy Talks with Lara Galloway, your go-to source designed to help you grow your business.

Have questions about the topics covered during the show? Visit our website at www.whiteglove.com or email us at info@whiteglove.com. Don't forget to click the follow button to be notified when new episodes become available. The information covered and posted represents the views and opinions of the. And does not necessarily represent the views and opinions of White Glove.

The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial services provider with any questions you may have regarding your investment.

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About the
FAST Podcast

We see the podcast as an effective tool to help advisors grow and continue their education by delivering valuable tips from some of the top minds in the industry.

Here at White Glove, we recognize that time is every advisor's most precious resource, which is why the episodes are presented in a quick, interview-style format, making advisor education convenient, portable, and on-demand.

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