068: Triad Member - Overcoming Loss and Serving $10M+ Clients with Tim & Julie Sullivan

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

Today, I have the pleasure of talking with Triad members Tim and Julie Sullivan – a dynamic husband and wife team that lead Strategic Wealth Advisors Group together.

After joining Triad in early 2023, Tim and Julie have grown their business by leaps and bounds. Not only did they just sign a $12 million client (their biggest ever!), they’re also already more than halfway to hitting their $70 million AUM goal this year.

But Tim and Julie's journey isn’t just inspiring because of their thriving advisory practice... It's also how they’ve turned serious personal tragedies into powerful motivators for success in business and life. Plus, how they’re giving back by starting their own non-profit, Light the Way.

In this episode, we talk about the Sullivan’s incredible journey, why they have such a heart for giving back to their community, and some of the simple changes they’ve made in the past year that have fast-tracked their business success.

3 of the biggest insights from Tim & Julie Sullivan …

• How key strategic changes like creating a mission brief have helped Tim & Julie land their biggest clients ever… I’m talking as much as $12 million from a single client!

• Why you should set BIG goals that scare you a little bit – like The Sullivan’s goal of hitting $70 million in AUM by year-end.

• The #1 factor that Tim & Julie believe has helped fast track their team’s growth, that other financial advisors can easily take advantage of starting today!

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