The Advisor Summit Podcast: How to Effectively Transition Roles in an Advisory Firm - Ep. 3

The Advisor Summit Podcast: How to Effectively Transition Roles in an Advisory Firm - Ep. 3 Allyson Braun

How to Effectively Transition Roles in an Advisory Firm - Episode #3: Allyson Braun

Welcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising.

Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.

Today's guest is Allyson Braun. Allyson is an experienced leader with a strong passion for supporting the team members at Merkle Retirement Planning in setting and reaching their goals, acquiring new skills, and forming connections with each other, as well as with the families and individuals they serve. Having worked in nearly every role within the company, from client servicing to the creative team, she has gained valuable insights into assisting team members in their growth and in delivering an exceptional experience for pre-retirees and retirees.

In her role as Chief Operating Officer, Allyson is dedicated to creating an outstanding work environment at Merkle Retirement Planning, where team members feel appreciated and understand the vital role they play in helping families and individuals we serve live out their retirement vision.

In this episode of "The Advisor Summit Podcast," Allyson Braun shares her journey from operations specialist to COO of Merkle Retirement Planning, offering valuable insights into leadership and career growth in the financial advisory industry. Here's an overview of the key points discussed:

Career Evolution: Ally details her progression from handling various operational tasks in a small financial advisory firm to becoming the COO, highlighting the importance of versatility in small business environments.

Transition Challenges: Ally discusses the difficulties of transitioning from a peer to a leadership role, especially during the COVID-19 pandemic, and how it affected workplace dynamics.

Leadership Development: Ally emphasizes the distinction between management skills (clear communication, organization) and leadership qualities (relationship building, non-reactionary responses), and how she developed these over time.

Work-Life Balance: Ally reflects on the impact of becoming a parent on her professional outlook, showcasing how it led to better prioritization and delegation of tasks.

Creating a Safe Environment: Ally describes her approach to leadership, focusing on being non-reactionary and creating a safe space for team members to voice concerns and seek support.

Connect with Allyson Braun
  / allyson-braun-809098b2  

Merkle Retirement Planning
https://merkleretirementplanning.com/

At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.

Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.

With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.

Contact us at: [email protected]
https://trackthatadvisor.com/

Connect with Molly Pierce:
  / molly-pierce-9a9270108  

Connect with Erica Pauly:
  / erica-pauly-56330219