Starting Fresh in Finance

In this compelling episode of The Complete Advisor, host Dennis Mattern sits down with Justin and Brittni Haywood, co-founders of Haywood Wealth Management in Houston, TX. Together, they explore the dynamic transition from working within a captive financial advisory framework to launching an independent firm.
Justin and Brittni, with over a decade of experience in the advisory industry, share their riveting story of taking the leap into independence. They discuss the pros and cons of captive versus independent advisory roles, the motivations behind their bold decision, and the unique challenges they faced in their first year of autonomy.
Listeners will gain invaluable insights into the practicalities of starting a new advisory firm, from setting up digital infrastructure to building a brand and establishing trust with clients. The Haywoods also delve into their innovative use of technology and marketing strategies, highlighting their unique approach with HubSpot to streamline their operations.
This episode is a must-listen for any advisor contemplating a shift to independence. Justin and Brittni's candid conversation covers everything from the importance of balancing personal and professional life to the nuances of client engagement in a virtual world. Whether you're an experienced advisor or just starting in the industry, their journey will inspire and educate you on the possibilities and realities of running your own practice.
Tune in to hear how Justin and Brittni Haywood navigated their path to success and what they've learned along the way. Subscribe or follow The Complete Advisor to stay updated on more insightful episodes that can transform your advisory career!
#FinancialFreedom #WealthManagement #IndependentAdvisors #AdvisorJourney #Entrepreneurship #ClientTrust #FinancialPlanning
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