Our guest today is Andrew Gregory, the COO of Freedom Street Partners.
With over thirteen years of experience as a financial advisor, Andrew has expertise in comprehensive financial planning services to help clients thoughtfully pursue their goals. He also plays a key role in Freedom Street Partners’s recruiting and client experience efforts, ensuring they deliver on the first-class service that fosters lasting relationships with the families and individuals they serve.
Andrew serves as the COO, with a primary focus on advisor operations and recruiting. He works diligently to make sure that the current advisors have the tools and resources they need to run their practice, and he is constantly sharing the firm’s “story” with advisors looking to retire or make a change.
Formerly a teacher, Andrew sought a career in financial services that would enable him to continue his practice of helping and guiding others. He aims to not only provide sound advice to help clients but for them to also understand why that advice is important.
Andrew was previously a financial advisor with Edward Jones. While there, he also served as a recruiting leader, mentor, and coach for his team members. Andrew earned a bachelor’s degree in recreation, sport and wellness management from Christopher Newport University.
His mother taught him: surround yourself with good people and good things will happen – and so far that’s proven true. His love of educating and helping others has always been at the forefront of his professional life, both as a teacher and later as a financial advisor.
In This Conversation We Discuss:
- Understanding and playing to strengths, checking egos at the door, and when and why it is ok to be bluntly honest.
- The conversation with CEOs who need to slow down — how it should be done, keeping perspective, and communicating the right way.
- Life and Wealth Optimization and what this process means at Freedom Street Partners.
- Building out the client the experience and things you can do to set yourself apart and keep them happy.
- The student controls the learning environment and if the student isn’t ready to learn, they won’t learn, it doesn’t matter how good the teacher is.
- The difference between being busy and being efficient.
Connect with Andrew Gregory: LinkedIn
Check out Freedom Street Partners: https://www.freedomstreetpartners.com/
Get Cameron’s latest book “Meetings Suck: Turning One of The Most Loathed Elements of Business into One of the Most Valuable.
COO Alliance: www.cooalliance.com