Ep 40: Building a Systems-Driven Advisory Firm from Engineering Careers with Thomas Barnes & Derek Keeney
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Ep 40: Building a Systems-Driven Advisory Firm from Engineering Careers with Thomas Barnes & Derek Keeney
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What happens when two engineers walk away from decades in 24/7 manufacturing environments and apply that same discipline to financial planning? In this episode, Thomas Barnes and Derek Keeney of Nida Financial Group share how they transformed their careers from paper mills, breweries, and industrial engineering roles into building a highly structured, systems-driven advisory firm. Their story reveals how operational thinking, not traditional finance backgrounds, became the foundation for how they run and scale their business.
Listen in to learn how manufacturing principles like continuous improvement, KPIs, and succession planning can completely reshape a financial advisory practice. Thomas and Derek break down how they grew a firm managing millions in assets, built a recurring revenue model, and created repeatable systems for decision-making, client service, and team development. You'll also hear about partnership structure, leadership alignment, and why treating a financial business like an engineered system leads to more predictable and scalable outcomes.