“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. This season, his guests include industry conference attendees from across the country.
If it were up to David Stevens, “people, places and things” would be “people, people and people.”
The President and Founder of Stevens Capital Partners credits his firm’s dramatic growth during the pandemic — quadrupling business in three years — to employees. Any organization’s success boils down to people and relationships. People are our greatest asset. Even with technology trends like AI, the wealth management industry is rooted in relationships.
It should come as no surprise, then, that David is a member of the Financial Planning Association of Nebraska and serves on its Board of Directors. Between board meetings, conferences and other events, David enjoys connecting with peers and staying on the cutting edge of education.
At the end of the day, we’re all trying to better serve our clients, David said.
“It’s not focused on what firm A does better than firm B or the growth of firm A versus the growth of firm B,” he said about the Nebraska FPA Wealth Management Conference in October 2023. “It’s all about how can we both get better in serving the entire financial services community?”
Advisors stand to gain valuable connections and knowledge from professional organizations like FPA.
“If you’re not associated with your local financial planning association chapter, please, it’s one of the smartest things we can all do as professionals,” David said.
David shares more about his firm’s unprecedented growth, the attributes he looks for in new hires and the importance of joining a local professional organization in episode 37 of “On the Circuit.” He joins “On The Circuit” host Johnny Sandquist in a conversation recorded at the Nebraska FPA Wealth Management Conference in October 2023 in Omaha.
Click “play” above to listen to the full episode. To hear from more industry friends and experts, subscribe to “On the Circuit” wherever you listen to podcasts.
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