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Unbridled Advisory: Building a Financial Advisory Firm with Heart
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In the inaugural episode of Unbridled Mindset: Finance Without the Fluff, we sit down with Joe Coombs, founder of Unbridled Advisory, to explore the journey of starting a financial advisory firm that prioritizes collaboration, accessibility, and trust. Joe shares his vision for providing comprehensive financial solutions tailored to clients' unique needs, his innovative team structure, and the cultural ethos that sets Unbridled apart. Whether you're navigating startup growth, planning an exit strategy, or seeking a partner to streamline your financial operations, this episode offers ways to help you in creating lasting client relationships and fostering a business culture rooted in purpose.
Resources:
Connect with Joe Coombs: https://www.linkedin.com/in/joe-coombs/
Connect with Dionisio Roman: https://www.linkedin.com/in/dionisio-roman-iii-6a228590/
Check out our website: https://www.unbridledadvisory.com
Legal Notice:
The information provided in this podcast is for general informational purposes only and does not constitute financial, legal, or tax advice. Unbridled Advisory and its representatives make no guarantees about the completeness, reliability, or accuracy of the content discussed. Always consult with a qualified professional for advice specific to your financial or business situation. Listening to this podcast does not establish a client relationship with Unbridled Advisory or its representatives.
Timecodes:
00:00 Introduction
00:26 Cutting Through the Fluff
01:15 Meet Joe Coombs
02:33 Why Unbridled Advisory?
05:30 The Challenges of Traditional Models
07:18 The Partner Approach
10:07 Avoiding Short-Term Thinking
12:30 Scaling with Clients
15:39 Building Solid Foundations
18:09 Collaboration, Accessibility, Trust
21:25 Team Compensation
26:01 A Lifetime Partnership
30:05 Expanding Services
36:37 The Future of Financial Services
37:47 Advice for Business Owners
42:12 Closing Thoughts
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