Advisor Growth Stories: How a People-First Mentality Translates to Growth

On this week’s From The Ground Up, we’re sitting down with Melissa Reaktenwalt, Founder & CEO of EViE Financial, to unpack how she turned library workshops and wedding expos into a 300-household firm with 80% of new business coming from direct referrals.

Melissa gets real about:

• Aligning your firm with personal values (spoiler: it matters more than you think)
•  Attracting high-earning millennials and their parents through education-first strategies
• Managing team dynamics and building a culture rooted in clear communication
• The power of authenticity in client conversations (ditch the jargon — talk like a human!)

If you’re building an advisory firm, scaling a business, or just figuring out how to stay authentic while growing fast, this episode is packed with lessons you don’t want to miss.

Advisors — your clients don’t just need a plan, they need a partner. And Melissa’s story proves how powerful that can be.

Thanks for watching!