Ep 35: Building a Next-Gen Advisory Practice Through Family, Planning, and Teamwork with Daniel Lee
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Ep 35: Building a Next-Gen Advisory Practice Through Family, Planning, and Teamwork with Daniel Lee
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What does it look like to grow into the financial advisory business while honoring the legacy of a successful family practice? In this episode, Daniel Lee of Karen Lee and Associates in Atlanta, Georgia, shares how he found his way into financial planning after first discovering what he did not want from a career. He reflects on his early exposure to the profession through his mother, Karen Lee, and how taking CFP coursework helped him realize that financial planning checked the boxes he was looking for in meaningful work.
Daniel discusses what it was like to join a family business, the boundaries and shared values that helped make the transition work, and how he developed from learning operations and paperwork to becoming a lead advisor. He also shares how Karen Lee and Associates presents itself as a team, how they onboard new clients through a planning-first process, and why client relationships, networking, technology, and thoughtful succession planning all play a role in building a durable advisory firm for the future.