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Head to Head: Mike Barry and Kelly Milligan, Quorum Private Wealth
Manage episode 425715638 series 2899874
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Mike and Kelly consider themselves more than just financial advisors—they’re life advisors.
In a new episode of Head to Head, Managing Partners Mike Barry and Kelly Milligan join Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss their decision to go independent after 20+ years at a name brand firm, the unique, team approach they take to working with clients and their secret to building a truly scalable practice.
“Three weeks later, they call us. They're bubbly, giddy. Oh, that was such great advice. You know, we found a place, we're moving in four weeks. And to this day, whenever that client comes in, they will say, the best advice you ever gave us had nothing to do with stocks and bonds because you knew what our life was, and you gave us advice that was objective and something that we couldn't see because we're in it.”—Kelly Flannigan
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1. Kelly Flannigan Quote (00:00:00)
2. Meet Mike and Kelly: The Beginning of a Partnership (00:01:21)
3. Navigating Challenges and Building a Team (00:02:47)
4. The Decision to go Independent (00:07:03)
5. Leadership and Team Dynamics (00:11:03)
6. Life Advisors vs Financial Advisors (00:17:03)
7. The Reality Check: Balancing Career and Home Life (00:22:09)
8. The Silicon Valley Experience: Wealth and Risk (00:24:30)
9. Navigating Financial Advice in Silicon Valley (00:27:11)
10. Philanthropy and Financial Literacy Initiatives (00:32:36)
11. Reflecting on Career and Advice to Younger Self (00:37:50)
12. Conclusion and Final Thoughts (00:40:54)
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