YPO Insights: What Business Leaders From Other Industries Can Teach Financial Advisors
When I joined YPO Scottsdale in 2014, I thought I’d be walking into a room full of business leaders who looked and thought like me. After all, financial services is where I’ve spent my career, and I assumed most of the lessons I’d hear would be about investments, revenue growth, or leadership in firms like […]
Adapting Compliance to Innovation: Lessons From Building a Tech-Forward Advisory Firm
When I founded J.D. Mellberg Financial in 2005, I was an entrepreneur with big goals and a small team. As we grew into one of the nation’s fastest-growing financial firms, I quickly learned that growth doesn’t just bring opportunity—it brings scrutiny. Compliance became a daily part of our operations, and navigating regulations while scaling fast […]