028: Triad Member - How Empowering a Team Unlocks Exponential Growth with David & Kristy Afraimi

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

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1y ago 1:18:35

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Today, I’m joined by Triad Members and husband-and-wife power duo David & Kristy Afraimi, the founder and COO of BAM Advisory Group.

In 2018, BAM Advisory gathered $17M in new assets with David as the sole producer. In 2023, the team is on pace to bring in $60M in annual new assets, hit $100M in AUM and hired their 9th and 10th team members. Talk about growth!

In this episode, David and Kristy lay out the blueprint for their exponential growth. You’ll hear strategies for crafting distinct brand messaging that resonates with prospects, how to run a business with your spouse, and how to ditch the advisor-in-charge model that’s preventing you from scaling.

3 of the biggest insights from David & Kristy Afraimi …

How BAM Advisory scaled to a $60M annual pace by honing in on their brand messaging.

Tips for creating a company vision that differentiates your practice beyond the cookie-cutter “holistic planning” approach that so many teams offer.

Advice for maintaining healthy relationships in teams that have a husband-and-wife or other family dynamics.

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DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

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