From the Ground Up
Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refine their businesses from the ground up.
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From the Ground Up
Advisor Growth Stories: How Leighann Miko increased her capacity 35% by hiring key roles
Advisor Growth Stories Begins! 🔥
What does it really take to build a thriving, values-driven advisory firm from the ground up?
In our newest episode of From The Ground Up, we're launching a fresh series—Advisor Growth Stories—where we spotlight real advisors who are scaling their firms, breaking norms, and doing it on their own terms.
First up: Leighann Miko, founder of Equalis and co-founder of Avise. After a failed succession plan, Leighann didn’t just pivot—she rebuilt the blueprint for what a modern advisory firm could look like. Focused on serving queer folks, creatives, and women, she turned a “sink or swim” moment into a nearly million-dollar business. 💼💥
If you’ve ever struggled with self-confidence, wondered when to hire, or questioned how to serve niche communities at scale—this is the episode for you. Leighann drops real talk on building systems, hiring before you feel ready, and evolving your role as your firm grows.
🎯 Key Takeaways for Advisors & Business Owners:
- You don’t need all the answers—just a willingness to adapt.
- Hiring early = scaling smart.
- Serving a niche isn’t limiting—it’s a growth superpower.
- Mentorship can be your next legacy move.
🚀 Whether you're just starting or scaling, Leanne’s story will leave you inspired to grow your business with intention and impact.
Thanks for listening!
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