AJ Ayers is the co-founder of Brooklyn Fi, an RIA primarily based in Brooklyn—however working as a completely distant enterprise—that oversees $370 million in property below administration for greater than 400 shopper households. What’s distinctive about AJ is how she and her enterprise accomplice efficiently tackled the hiring, coaching, and operational challenges of quickly scaling their advisory agency from the bottom as much as $5 million in income in simply seven years. Their strategic strategy to methods and processes allowed them to maintain development whereas sustaining effectivity and repair high quality.
Pay attention in as AJ shares how she and her agency quickly scaled their advisory enterprise, rising to 14 new shoppers per thirty days whereas constructing a structured coaching program to onboard advisors of their specialised fairness compensation area of interest. She explains how they leveraged LinkedIn’s Recruiter platform for proactive hiring, developed Gemifi software program to streamline fairness compensation planning, and carried out a three-part charge mannequin to align income with shopper wants. AJ additionally displays on delegating agency operations to scale back her personal work schedule, hiring an HR skilled to strengthen firm tradition in a distant atmosphere, and overcoming impostor syndrome by incomes niche-relevant certifications and gaining hands-on shopper expertise.
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