052: Triad Member - The Power of Community, Creating a Culture of Trust, and Building a Life of Significance with Tyler Wrezinski and Andrew Hall

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

Today, I’m interviewing Triad Members Tyler Wrezinski and Andrew Hall, the co-founders of Virtus Financial Group. As you’ll find out, these guys are a ton of fun to hang out with, super authentic, and are proof of what can happen when you surround yourself with the right people and you’re willing to step into the unknown.

In two short years, they went from an insurance-focused offering to an RIA with a holistic planning approach – bringing in north of $35M in total assets for 2023 and now sitting at $50M in AUM.

I got a lot of joy out of hearing them describe how our community has helped them level up and change the way they do business AND life – and I know you will too!

3 of the biggest insights from Tyler Wrezinski & Andrew Hall…

• The power of community and what happens when competitors become collaborators, egos are left at the door, and success isn't measured by numbers, but by the support and camaraderie of a like-minded tribe.

• How to guide your clients toward a meaningful future and give them the courage and confidence to truly live their life – and spend without worry.

• Learn how prioritizing a culture of trust and alignment can supercharge your team's performance, attract top talent, and create unstoppable momentum!

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SHOW NOTES

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DISCLOSURE

DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

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