DeLynn Zell

Founder and CEO of Bridgeworth Financial, a hybrid RIA overseeing roughly $1.5–1.6 billion in client assets; experienced financial planner focused on building a firm designed to sustain beyond its founders and develop next-generation talent.

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Dec 24, 2019 • 1h 54min

Ep 156: Establishing Next Generation Career Tracks And Business Development Training For Long-Term Sustainability with DeLynn Zell

DeLynn Zell, founder and CEO of Bridgeworth Financial who built a hybrid RIA overseeing ~$1.6B, discusses creating a firm that outlasts its founders. She describes four-tier career tracks, partner compensation and equity, and intensive business development training. Conversations cover building niche practices, team-oriented referral crediting, and cultivating next-generation leaders for long-term sustainability.

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