Growing Your Practice Through Media, Mission, and Client Experience

Posted by Connor Prendergast on November 16, 2023

2 MIN READ

Last Updated on November 16, 2023 by John Prendergast

In This Episode

Dawn has grown her wealth management business and brand by extending her client experience out into the world on a mission to help more people. In doing so, she’s built a fast-growing firm and a dedicated following.

The thing that I found really compelling when I was looking at what Dawn Dahlby does online is the thing that terrifies most people, and certainly most financial advisors, thinking about doing video. She talks directly to the camera and connects like she’s talking to a friend. She has made an art out of extending her client experience and advice out into the world in video across all types of media and her firm has flourished. This episode can help your firm flourish too.

She shares how she got started in video and media and talks about what it takes for you to follow her example. She also shares her journey of becoming an advisor and starting her own firm and critical lessons learned along the way. But maybe best of all Dawn talks about why. It’s her “why” that drives everything and can help to drive you too. This episode is packed full of heart and fantastic lessons for any entrepreneur wanting to grow their business and brand.

Our Guest

As President and Founding Partner of Relevé Financial Group, Dawn has 20 years’ experience as a CFP®, Behavioral Financial Advisor and Chartered Retirement Planning Counselor, and has grown Relevé into a multi-million-dollar comprehensive advisory firm. Dawn’s specialized training combines her knowledge of human psychology with proven financial strategies, taking a ground-breaking, holistic approach when advising clients on how to manage their investment portfolios. Her expertise assesses the unique characteristics that drive each client’s decision-making process and applies that knowledge to help them successfully achieve their financial goals. Dawn’s engaging coaching style and results-oriented approach has led her to become a sought-after speaker at a wide range of professional seminars and corporate events. Her inclusion on the esteemed Forbes Finance Council marks another exceptional achievement in her impressive career.

Dawn Dahlby discusses the importance for one to be able to build their TOTAL WORTH by aligning wealth with ones’ purpose, values, and strengths to live a true abundant life. She will share her story on how she “fearfully” built a 7-figure income that was worth “nothing” until she found, aligned & began living out her true worth. After listening to Dawn speak, you will be empowered to earn what you are worth, understand how you are limiting yourself with your thoughts, and learn how to live with true financial security.

Dawn Dahlby is a Certified Financial Planner, the country’s first Behavioral Financial Advisor, the founder and president of the multi-million-dollar advisory firm Relevé Financial Group, author of Amazons #1 best-selling book “Live WELLthy™ and the creator of an education and financial planning platform. As a fiduciary with over 20 years of experience providing financial advice, she teaches people to save for tomorrow without having to sacrifice living today.