DeLynn Zell's guest appearances

DeLynn Zell

Financial Advisor Success

Jason Zweig

Roger Whitney

Hilary Hendershott

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

Ric Edelman

OwlTail

DeLynn Zell is the founder and CEO of Bridgeworth Financial, a hybrid RIA that oversees nearly $1.6 billion of assets under management for almost 2,000 clients. Today DeLynn joins the show to discuss how Bridgeworth was built from the start to sustain past the founders and how they have taken steps to attract next-generation talent to ensure the firm remains a success in the long run.  Listen in as we talk about the difficulties DeLynn faced in the early years of her career, as well as how the gender split of CFP professionals may shift in the future. You’ll learn the four-tier career path her firm has created, how they structure their compensation for partners, and why they are reinvesting into business development and training for next-generation partners. For show notes and more visit: https://www.kitces.com/156   

<p>DeLynn Zell is the founder and CEO of Bridgeworth Financial, a hybrid RIA that oversees nearly $1.6 billion of assets under management for almost 2,000 clients. Today DeLynn joins the show to discuss how Bridgeworth was built from the start to sustain past the founders and how they have taken steps to attract next-generation talent to ensure the firm remains a success in the long run.  Listen in as we talk about the difficulties DeLynn faced in the early years of her career, as well as how the gender split of CFP professionals may shift in the future. You’ll learn the four-tier career path her firm has created, how they structure their compensation for partners, and why they are reinvesting into business development and training for next-generation partners.</p> <p>For show notes and more visit: <a href="https://www.kitces.com/156" rel="nofollow" target="_blank">https://www.kitces.com/156</a>   </p>

Ep 156: Establishing Next Generation Career Tracks And Business Development Training For Long-Term Sustainability with DeLynn Zell