Rob Pyne chats with Dan Brown, Principal of Coastal Advice Group, about his extraordinary journey in transforming a small financial planning team into a thriving enterprise. Dan shares the key lessons he’s learned from scaling his business, including identifying acquisition opportunities, the importance of cultural alignment, and the practical differences between “plug-and-play” businesses and “renovator’s delights.” He also dives deep into his leadership philosophy, emphasising the power of honesty, teamwork, and a growth-oriented mindset to achieve lasting success.
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Topics covered
- Scaling through systems
- Cultural alignment in M&A
- Future-proofing through vision
- Abundance mindset
- Adaptation in a changing landscape
Show notes and transcript
For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser website here.