074:The Virtual FA Series™: Bryan & Shannon Miles on How to Create an Award-Winning Culture without a Physical Office

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

In today’s episode of The Virtual Financial Advisor Series™ Bryan and Shannon Miles join the podcast. Bryan and Shannon are the founders of BELAY, an organization that specializes in providing virtual assistants, bookkeepers, and web specialists to help companies grow. With over 1,100 team members across the United States and no offices (even before the COVID-19 pandemic), BELAY has won a number of major awards for company culture, including Entrepreneur’s award for Top Company Culture in 2017.

Bryan is also the author of Virtual Culture: The Way We Work Doesn’t Work Anymore, a manifesto championing remote work and respecting employees to retain incredible talent and create a forward-thinking culture that embraces the future of work.

Today, Bryan and Shannon are here to talk about what it means to create and maintain company culture in a virtual workplace. The insights from this conversation couldn’t possibly be more timely - especially if you’re an advisor struggling to make sense of the transition from an on-site, brick-and-mortar operation to an all-virtual, all-remote firm.

Here are just a few highlights of what we get into:

• #1: How you can create a culture of accountability and ensure that work is getting done in a 100% virtual work environment - and the proven framework Bryan and Shannon have been using to do this for years, via Zoom. [15:24]
• #2: Why it’s so easy for business owners to come across as tone deaf in their messaging during the COVID-19 pandemic - and how to tailor your messaging to provide value, cut through the noise, and change only where your conversation happens - not your value proposition. [36:33]
• #3: What financial advisors should know about working with business owners (like Bryan & Shannon) and what their family office did to show up differently for them during this time. [41:35]

FREE GIFTS

• Get a FREE Autographed Copy of Bryan Miles' Book, Virtual Culture: The Way We Work Doesn’t Work Anymore
• Get FREE Access to The BELAY Guide to Working From Home
• Visit BradleyJohnson.com/74 to claim your gifts!

JOIN THE VIRTUAL ADVISOR FACEBOOK GROUP

If you'd like to learn how to take your advisory practice from bricks & mortar to digital, join our private Facebook community that is made up of hundreds of financial advisors, just like you. Visit BradleyJohnson.com/virtualadvisor

SHOW NOTES

To get access to today's show notes, including free offers, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/74