Steph Bruno
Founder of Sea to Peak Financial Advisors and an independent RIA who transitioned from a 15-year employee career to build a planning-focused practice serving affluent clients and overseeing substantial AUM.
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Jan 7, 2020 • 1h 39min
Ep 158: Leveraging Outsourcers To Go From Employee To Independent Without Building It All Yourself with Steph Bruno
Steph Bruno, founder of Sea to Peak Financial Advisors who moved from a 15-year employee role to run an independent RIA overseeing ~$70M AUM. She talks about why she left employment, hiring a coach to survive the early grind, outsourcing back-office operations instead of building them, rebooting marketing toward niche writing and ebooks, and making life planning central to onboarding.
