Leadership Vision and the Second in Command: The Perfect Pairing for a Prosperous Practice with Brittany Anderson

Episode: 030

In this episode of the Maximum Advisor podcast, host Chip Munn sits down with Brittany Anderson, Director of Operations (aka Second in Command) for Sweet Financial Services.

Chip and Brittany begin the conversation by discussing:

  • What the Second in Command role in a financial advisor practice is
  • How the role is essential to achieving growth milestones
  • How the role of Second in Command has the responsibility of empowering the practice leadership so they can focus on achieving their vision

A Second in Command also serves as a “bridge” between the practice owner and the team relaying the entrepreneurial message and keeping the team on track. When a practice gets to a critical size, a Second in Command needs the know-how to oversee the entire business, not just the individual advisor. Brittany shares her advice for the right time to bring on, or promote from within, a Second in Command.

Chip and Brittany talk about three influential books for the entrepreneurial growth-minded advisor.

  • The first is Rocket Fuel by Gino Wickman that discusses ways to bring focus to the organization by aligning a leader's vision with people that can implement those visions.
  • Another title is Vivid Vision by Cameron Herold, which teaches the business owner ways to create a culture and system to make their visions a reality.
  • Finally, Chip suggests the tremendously influential book The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael Gerber.

They go over the value of hiring the right people to make things go in the right direction and operate smoothly. The two offer their inside tips for finding and hiring the best talent. Chip and Brittany sum up the episode by stating the role of the Second in Command is a director of the leader’s passion and energy to achieve the next growth milestone of the practice.

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Related Resources

Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business

Discover the vital relationship that will take your company from "What’s next?" to "We have liftoff!"

Visionaries have groundbreaking ideas. Integrators make those ideas a reality. This explosive combination is the key to getting everything you want out of your business. It worked for Disney. It worked for McDonald’s. It worked for Ford. It can work for you.

From the author of the bestselling Traction, Rocket Fuel details the integral roles of the Visionary and Integrator and explains how an effective relationship between the two can help your business thrive. Offering advice to help Visionary-minded and Integrator-minded individuals find one another, Rocket Fuel also features assessments so you’re able to determine whether you’re a Visionary or an Integrator.

Vivid Vision: A Remarkable Tool For Aligning Your Business Around a Shared Vision of the Future

Many corporations have slick, flashy mission statements that ultimately do little to motivate employees and less to impress customers, investors, and partners.

But there is a way to share your excitement for the future of your company in a clear, compelling, and powerful way—and entrepreneur and business growth expert Cameron Herold can show you how.

Vivid Vision is a revolutionary tool that will help owners, CEOs, and senior managers create inspirational, detailed, and actionable three-year mission statements for their companies. In this easy-to-follow guide, Herold walks organization leaders through the simple steps to creating their own Vivid Vision, from brainstorming to sharing the ideas to using the document to drive progress in the years to come.

The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It

E-Myth \ 'e-,'mith\ n 1: the entrepreneurial myth: the myth that most people who start small businesses are entrepreneurs 2: the fatal assumption that an individual who understands the technical work of a business can successfully run a business that does that technical work.

Voted #1 business book by Inc. 500 CEOs.

An instant classic, this revised and updated edition of the phenomenal bestseller dispels the myths about starting your own business. Small business consultant and author Michael E. Gerber, with sharp insight gained from years of experience, points out how common assumptions, expectations, and even technical expertise can get in the way of running a successful business.


Brittany Anderson

Director of Operations, Office Manager, at Sweet Financial Services

Connect with Brittany:


Brittany is an entrepreneur, speaker, author, wife and busy mama of 3. She began her journey as the COO for Sweet Financial Services, a premiere wealth planning firm that specializes in helping people live their retirement dreams. In her time at Sweet Financial she has been a member of Strategic Coach, which has helped her to uncover her Unique Ability - engaging teams and motivating people to be the best version of themselves, all while taking an objective look at a firm to create processes and procedures to help it run like a well-oiled machine.

After seeing a demand in the marketplace, Brittany co-founded Dare to Dream Enterprises where she helps businesses across the country to level up their teams so the entrepreneur/business owner can focus on revenue opportunities and what they most enjoy. Since she has a decade worth of experience in the wealth planning field, she created a platform called Ultimate Advisor Coaching, which helps financial advisors to streamline their people and their marketing, all in one.

Brittany has co-authored two books, Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To and Imagine. Act. Inspire. A Daily Journal. Writing and speaking are both a passion of Brittany’s so she travels across the country speaking on stages about the importance of “showing up” in all that you do.

Brittany lives in rural Sherburn, MN with her husband David, daughters Jersey & Stella, and son Vincent. In her free time she enjoys spending quality time with her family, working on her latest re-purposing project and spending time outdoors.