Episode Details
Back to EpisodesFocused on the Future: Kay Lynn Mayhue: Why Investing in TALENT is key to a Firm’s Long-term Success
Description
In the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Kay Lynn Mayhue, President of Merit Financial Advisors, on the importance of cultivating top talent and creating a strong company culture, organic growth tactics that work, and the many ways to attract and support women in financial services.
Specifically, Kay Lynn discusses:
- Why Merit’s Servant leadership style has been instrumental in creating a firm culture where team members thrive.
- How to meet and exceed client expectations as they continue to evolve
- Effective organic growth strategies including digital marketing initiatives and revenue share programs.
- Why setting personal boundaries and being transparent are critical when it comes to attracting and supporting women in financial advice.
- The significance of having an adaptable tech stack to meet future business needs
Connect With Suzanne Siracuse:
- WealthManagement.com
- LinkedIn: WealthManagment.com
- LinkedIn: Suzanne Siracuse
- Twitter: Suzanne Siracuse
- Email: Suzanne@suzannesiracuse.com
Connect With Kay Lynn Mayhue:
- Merit Financial Advisors
- LinkedIn: Merit Financial Advisors
- LinkedIn: Kay Lynn Mayhue
- Twitter: Merit Financial Advisors
- Email: kmayhue@meritfa.com
About Our Guest:
Kay Lynn Mayhue is the President of Merit Financial Advisors, a national wealth management firm that supports advisors affiliated with independent broker-dealers, as well as those who are registered investment advisors
Kay Lynn has played many roles in the financial advisory industry: as a successor, partner, seller, and buyer. This unique and diverse background all