How Alyson Burkett Built 21 Goats Financial Planning 8 Days Postpartum
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How Alyson Burkett Built 21 Goats Financial Planning 8 Days Postpartum
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What does it look like to build an advisory business with a clear identity, a strong partnership, and a client experience rooted in planning? In this episode, Alyson Burkett of 21 Goats Financial Planning in Roswell, Georgia, shares how she entered the financial services industry after studying economics and finance at Auburn, built her early career at Waddell & Reed, and eventually navigated a major transition to LPL while balancing a growing family and a growing practice.
Alyson also shares the story behind the 21 Goats name, why she and her husband Brian decided to work together, and how their complementary strengths shape the business today. She discusses the systems, technology, client process, referral strategy, and planning approach that help the firm stay organized, memorable, and relationship-driven. From spouse partnerships and office ownership to MyRepChat, Redtail workflows, financial planning fees, and intentional growth, this conversation offers a practical look at what it takes to build a modern advisory firm with personality and purpose.