060: Triad Member – Authentic Brand Messaging, Acquiring a Tax Practice, and Building a Moat Against AI with Mike & Jess Panico

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

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6M ago 1:25:54

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Today, I’m sitting down with Triad Members Mike and Jess Panico, the husband-and-wife founders of Arcadia Financial. Mike and Jess are living proof that you can have success in our industry at a young age — and they’ll tell you exactly how they did it.

After taking the leap to start a practice in their 20s, Mike and Jess have quickly grown Arcadia Financial. In 2023, they brought in ~$90 million in total assets, and are on pace to exceed $100 million in 2024.

Their secret? Mike and Jess have managed to stand out through unique branding, building their practice around the tagline, “Live Like Every Day Is Saturday”. As their brand grew their reputation, Mike and Jess also acquired a tax practice, helping ingrain themselves further into their clients’ lives.

This episode is packed with insights. Whether you’re looking to create a brand message that actually sticks out, considering an acquisition, or simply looking for some advice to manage rapid growth, Mike and Jess have you covered.

3 of the biggest insights from Mike and Jess Panico …

How a shift to their brand messaging helped them better communicate their unique value to clients, lead authentically, and grow from $5M to $30M AUM in less than a year of making the change.

Making the decision to acquire a tax practice so they could serve their clients at a higher level – and the challenges, growing pains, and long-term benefits that came with that decision.

Mike and Jess make it a goal to take significant time off each summer to spend with their two sons. Hear how they’ve made that possible — and how being intentional with your goals can push you to achieve them.

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DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

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