Episode 105: This week, Kyle Van Pelt talks with Phillip Hamman, President & CEO at Linscomb Wealth (LW). Phillip leads the team in developing and executing the firm's visionary strategies. His leadership extends to serving on the LW Board of Directors, chairing the Executive Committee, and contributing as a voting member of the Investment Committee, reflecting his deep proficiencies in investment advisory, client service, and wealth planning.
Kyle and Phillip talk about how hospitality, character, and processes redefine client service. Phillip unpacks the important role that systems and processes play in building a scalable business. He also shares LW's thoughtful approach to succession planning and how leading firms leverage technology to stay ahead.
In this episode:
(00:00) - Intro
(02:30) - Phillip's money moment
(04:53) - How LW guides firms with ambitious plans and goals
(06:52) - How kissing frogs relate to growth
(09:32) - LW's strategic expansion in the Southeast US
(11:50) - LW's organic growth strategy
(14:03) - What makes great client service
(18:34) - The importance of systems and processes