Ep 1: The Genesis Story Behind Emerging Advisors

Before we really get going on this podcast, we wanted to take a little time to share our journey so far and how we got to this point. On this first episode, Scott and Sean will share the story on how they met and formed this business, the mission of the company, and what they hope people will get out of the show.

You can listen to the full show in the audio player above and use these timestamps to skip around in the episode to the topic you want to hear.

  • [0:23] – Let’s introduce you to our hosts.
  • [1:25] – What to expect on this first podcast.
  • [3:18] – Let’s get to know Sean and Scott’s story.
  • [3:58] – How their relationship began.
  • [7:24] – What did you not like about your practice before you met and how did things change in your relationship?
  • [9:35] – Building this company around family was important.
  • [11:19] – What do you hope people will get out of the Emerging Advisor podcast?

Welcome to the very first episode of the Emerging Advisor podcast with Scott Dougan and Sean Lee. We’re excited about launching the new show to accompany our business and can’t wait to see where it takes us and who it connects us with.

This debut episode will focus more on the business than the strategies and processes. We’ll save that for future episodes. On this one, we want to share the genesis story behind Emerging Advisors to give you a better sense of who we are and what we hope to provide to advisors across the country.

You’ll hear about how we met and how a weekly meeting turned into much more. You’ll find out why we started the business and what drives us every day. And then we’ll explain a bit further who we hope listens to the podcast and what we think they’ll be able to take away from every show.

We built all this together and it’s really migrated from just a couple of guys chatting over a lunch table to where we are today. To where we provide full automation training and structure for advisors that are either like were or wanting to get to where we are now in the life of our practice.

-Sean Lee

Emerging Advisor

Emerging Advisor

Sharing proven strategies for financial advisors to maximize time, profit & freedom. The co-founders of Emerging Advisor, a practice management & marketing company, Scott Dougan and Sean Lee teach others about how to improve their financial advising practice one step at a time.
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