Show Notes:

The value of intentional leadership [Anna Summersett]. “When I started, I was leading out of necessity, not education. I’ve learned that being intentional about leadership and seeking knowledge early on would have positioned our firm far better today. Intentionality in leadership is crucial for sustained growth and success.”

Defining your vision and core values [Roopal Luhana]. “Understanding your long-term goals and articulating them to your team is critical. Knowing your ‘why’ — the vision and mission of your firm — alongside your core values aligns everyone. It sets a standard for how your team interacts with clients and fulfills their roles, creating an aligned and proactive culture.”

The impact of recruiting right [Chris Keller]. “I’ve come to realize that surrounding yourself with the right people is vital. I initially lacked a solid recruitment strategy, leading to several missteps. But embracing a system of delegation and focusing on elevating team members’ responsibilities was transformative, driving our true growth.”

Freedom through growth [Anna Summersett]. “Reaching eight figures in our firm’s growth has empowered us with the freedom to make decisions quickly. While others may be caught in analysis paralysis, we’re actively trying and testing new strategies. This decisiveness, coupled with our growth, has been a key differentiator.”

Achieving work-life balance [Roopal Luhana]. “Growth has allowed me to lead a more balanced life. By setting up structures that enable delegation, I’ve been able to focus more on my personal well-being and family, while still driving performance and success in our firm.”

Transformative community engagement [Eric Chaffin]. “Being part of a community like Crisp means you’re in a room where success is celebrated. The relationships and insights gained here have been instrumental, fostering both personal growth and business innovation. The network has brought opportunities we couldn’t have accessed otherwise, significantly enhancing our firm’s reach and capability.”