Why Relationships Still Win in th...
Why Relationships Still Win in the Age of AI: Lessons from a $1.2 Billion Advisory Firm (Maddi Keegan, Chief Operating Officer, Frazier Financial Advisors, LLC)

The Think Small Podcast by The Think Small Podcast

Episode notes

In this episode of the Think Small Podcast, Maddi Keegan, Wealth Advisor and Partner at Frazier Financial Group, shares how joining a rapidly growing advisory firm transformed both her business and the experience she delivers to clients. After building her own independent financial planning practice, Maddi made the strategic decision to merge with Frazier Financial, creating greater depth in expertise, expanded client services, and access to a collaborative team. She discusses why growth isn't simply about adding clients or assets under management, but about creating systems, technology, and relationships that allow advisors to provide more thoughtful, comprehensive financial guidance. With Frazier Financial now managing more than $1.2 billion in assets and serving over 700 clients across more than 40 states, Maddi offers an inside look at how in ... 

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