How do you build a business that grows without losing its soul?
In this episode of the Always On podcast, I sit down with Chris Garcia, Private Wealth Advisor and CEO of The Azimont Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.
Chris shares how he evolved from a solo advisor into a multi-advisor enterprise by focusing on process, stewardship, and a powerful brand narrative. With a team of 20 and growing, Chris has built a scalable, referable, and succession-ready business, by design.
🎧 In this episode, we explore:
* Why process is your best defense against commoditization
* The importance of articulating your professional contrast
* How to create a brand that clients and advisors want to be part of
* The difference between living your legacy and leaving one
* How to scale without sacrificing the client experience
Whether you’re building a team, refining your process, or thinking about enterprise value, this episode is packed with insights you can act on right away.
Resources Mentioned:
* The Blue Square Method:
paretosystems.com/#the-blue-square-method
Promotions:
* The Ultimate Guide to Financial Advisor Coaching:
paretosystems.com/guide-to-financial-advisor-coaching
Connect With Duncan MacPherson:
*
Pareto Systems
* 866.593.8020
*
Schedule a Call
*
Duncan on LinkedIn
Connect with Chris Garcia
* LinkedIn – Chris Garcia:Â
www.linkedin.com/in/chris-m-garcia-cfp%C2%AE-0a56965
* Facebook – Azimont Group:Â
www.facebook.com/AzimontGroup
* Azimont Group website:
www.ameripriseadvisors.com/team/azimont-group
About Our Guest:
Leveraging a strong foundation in financial study and years of planning experience, Chris Garcia is dedicated to guiding clients on their path to financial independence, turning lifelong dreams into tangible, actionable accomplishments.
A graduate of Texas State University with a degree in Finance, Chris quickly discovered his calling in helping individuals build confidence in their financial futures. Through thoughtful planning and a client-first approach, he empowers people to move forward with clarity and purpose. With a team of professionals and a comprehensive process in place, Chris enables his clients to focus on what matters most, without being distracted by what’s outside of their control.
For important information on how Chris can interact with you on social media, please visit:
www.ameriprise.com/social
