Financial Advisor Success Ep 159: Navigating Financial Advisor Career Opportunities Under The Employee Model with Kelly Shikany
Jan 14, 2020
Kelly Shikany, Director of Wealth Management at Lakeside Wealth who oversees nearly $90M and specializes in client-focused planning, shares her career journey across trust companies, wire-houses, and an RIA. She discusses building clients through women's circles, navigating a salaried employee model, handling practice transitions and client repapering, and structuring her week for maximum productivity.
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Host Women’s Circles To Differentiate
- Try hosting women’s circles to create safe money conversations and differentiate your practice.
- Kelly ran 1–4 circles yearly (5:30–7pm), using a circle structure and guest experts, which built trust and referrals.
Differentiation Comes From Conversation Style
- Differentiation can be about how you communicate, not a niche product.
- Kelly used circles to show a different client experience, which signaled uniqueness more than any single credential.
Leave When You Stop Recruiting For Your Firm
- If you become uncomfortable bringing clients to your firm, change firms before business development stalls.
- Kelly stopped prospecting at Wells Fargo because she didn't want to sell products she felt were inappropriate.
