Listen to this week’s episode.

Episode 084

On this week’s episode of The Connected Advisor, I speak with Kylie Felker, President of Foster Victor Wealth Advisors. Kylie leads the firm's strategic direction and innovation.

We discuss leadership, growth, and the intentional steps required to build a thriving wealth management firm. From fostering a strong team culture to designing a client experience that leaves a lasting impression, Kylie shares the challenges and triumphs of establishing a leadership structure, the importance of meaningful client relationships, and how Foster Victor stands out in a competitive industry.

Key Takeaways

More families are embracing discussions about money, especially with the massive generational wealth transfer underway.

Unlike firms focused solely on gathering assets, Foster Victor prioritizes comprehensive financial planning.

Foster Victor operates with a team-based approach, where two wealth coaches serve as the main points of contact for each client, ensuring a more comprehensive and engaging experience.

Client experience is everything. Thoughtful touches like birthday celebrations and retirement congratulations build lasting relationships.

Quotes

"There are a lot of people in the industry who are focused on gathering assets. We really wanted to focus on financial planning. We want to build people's life plans." ~ Kylie Felker

"In a world full of people who often underdeliver, we are trying to overdeliver. We're trying to think about the little things, put people first, and build relationships." ~ Kylie Felker

"People don't like to talk about money. But that's changing. There's a desire for people to have conversations with their children and their grandchildren about where they are, how they got there, and what they want that money used for." ~ Kylie Felker

Links 

Kylie Felker on LinkedIn

Foster Victor Wealth Advisors

Unreasonable Hospitality 

High Road Leadership

The Energy Bus

The Art of Encouragement

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Milemarker.co

Kyle on LinkedIn

Jud on LinkedIn

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Kyle Van Pelt