Financial Advisor Success: Ep 282: From Executive Assistant To COO Scaling A $4B Advisory Firm with Allison Felix

Allison Felix is a managing partner and COO for Cassaday & Company, a hybrid advisory firm based in McLean, Virginia that oversees more than $4 billion in assets for nearly 2,500 client households. Allison has a unique story in that she has made the journey from executive assistant all the way to COO, helping the firm scale to 3X its size over the past decade alone. Today she joins the show to discuss the restructuring of the firm that ultimately pushed Allison to be chosen as the COO and the events leading up to this switch in the firm’s succession plan.    Listen in as Allison shares how Cassaday & Company developed its unique compensation structure, as well as how her firm has propelled its growth with weekly seminars that were honed by hiring coaches to give constructive criticism. You will learn why her firm has been expanding its service offerings, why she believes it’s important for future generations (especially young women) to understand the wealth of opportunities in financial planning, and why she feels that stepping into the role of COO was pivotal to create representation for women at her firm and in the financial industry.  

For show notes and more visit: https://www.kitces.com/282   

Financial Advisor Success: Ep 282: From Executive Assistant To COO Scaling A $4B Advisory Firm with Allison Felix