cover of episode Building the McDonald’s of Financial Advice with the Best Work-Life Balance with Carissa Fairbrother [Ep45]

Building the McDonald’s of Financial Advice with the Best Work-Life Balance with Carissa Fairbrother [Ep45]

2020/7/7
logo of podcast The Innovating Advice Show

The Innovating Advice Show

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Shownotes Transcript

Carissa Fairbrother, who is the first guest from New Zealand, joins the show to chat a little about the country and the advice market in New Zealand before diving in and learning about RIVAL Wealth which Carissa started with her husband Tim in 2008.

They now have 20 employees and won a national award for being the best business in the country for work-life balance. Carissa shares what that looks like, how they’re building the McDonald’s of financial advice in terms of systems and processes; why they’ve decided to continue hiring instead of staying small and highly profitable and how an external advisory board has helped them grow.

Links and show notes at https://innovatingadvice.com/post/episode45.)

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