Do Business. Do Life. — The Financial Advisor Podcast — DBDL
116: Triad Member - $380M Gathered in 2024 – Inside SHP Financial’s Growth Strategy with Keith Ellis Jr. & Michelle Short
Keith Ellis Jr. and Michelle Short of SHP Financial discuss their firm's growth strategy, including scaling to $1.6B in AUM and gathering $380M in assets in 2024. They share insights on their client tiering model, onboarding systems, and maintaining company culture.