“On the Circuit” is a podcast hosted by Johnny Sandquist from Three Crowns Marketing, featuring guests from various industry conferences. In a recent episode, David Stevens, President and Founder of Stevens Capital Partners, attributed his firm’s significant growth during the pandemic to its employees. He emphasized that success in any organization depends on people and relationships, even in a field increasingly influenced by technology like Artificial Intelligence. Listen to David Stevens interview on episode 38 of “On the Circuit,” which is available on Three Crown Marketing’s website and all major podcast platforms.
As a board member of the Financial Planning Association (FPA) of Nebraska, Stevens highlighted the importance of professional organizations like FPA for gaining valuable connections and staying updated on industry trends. He also encourages seeing other advisors as peers with unique experiences and knowledge, rather than competition.
Key takeaways from the episode include the importance of hiring the right people for business success, joining a local professional organization for networking and education opportunities, and viewing other advisors as peers rather than competitors to better serve clients.
