Building a multibillion-dollar advisory practice through mentoring, with Jeff Dobyns

How do you grow a practice to 160 people in nine offices managing around $4.5 billion* in less than 20 years? For Jeff Dobyns, founder of the Southwestern Investment Group in Franklin, Tennessee, it boils down to advice he heard years ago from success guru Tom Gau: “You make money by being in front of clients.” While he admits this is easier said than done, it drove Dobyns to do the difficult work of client segmentation and tenacious team building. He’s turned his formula into a mentorship program designed to support young talent while providing top advisors more face time with clients. To learn more, visit PracticeLab.   *As of October 2020.

Om Podcasten

If you are a financial professional looking to grow your business, improve your client acquisition and service skills and gain efficiency to help you save valuable time, then the PracticeLab podcast is a program for and about you. In this series, we go coast-to-coast talking to financial professionals who are finding success through practice management skills, and who are ready to share their best ideas with you. If you're interested in acquiring more clients, attracting high net worth prospects, enhancing your client experience, scaling your practice and more, then you’ll want to tune in to these episodes and hear some of the best ideas in the business. The PracticeLab podcast is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at capitalgroup.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast. On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.