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104: Triad Member - Gathering $49M of New Assets in a 4-Day Work Week with Brent & Kim Wells
Description
For most advisors, scaling a financial firm without sacrificing your personal life can feel completely out of reach—until you meet Triad Members, Brent & Kim Wells. As the husband-and-wife team behind Young Wealth Management, they had to figure out how to work together in the business Kim started, define their roles, and escape the overwhelm of rapid growth.
When things started to break, they restructured their approach—leading to a jump from $31M to $49M in new assets in just one year.
In this episode, they break down the key shifts that made it possible—from Kim stepping into the CEO seat, to hiring the right people, to creating a culture that fuels growth without the burnout. The best part? They only work 4-days per week!
4 of the biggest insights from Brent & Kim Wells …
#1.) The Shift from Operators to Leaders—Brent & Kim realized that scaling their firm meant spending less time on daily tasks and into true leadership roles. By redefining their roles and playing to their strengths—Brent focusing on revenue and client relationships while Kim took on the CEO seat—they created the space to drive long-term growth and build a business that thrives without being in the weeds.
#2.) The Power of Building the Right Team—How a standout service advisor evolved into a Director of Operations, bringing the leadership and structure their team needed to scale.
#3.) How a 4-Day Work Week Fueled Their Firm’s Growth – Brent & Kim structured their schedule to allow for focused, high-impact work while carving out dedicated time for family—proving that working less can actually lead to greater success.
#4.) Building a Culture of Recognition—How the ‘Brag Box’ and intentional gratitude transformed team morale, boosted engagement, and created a client experience that truly stands out.
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