Athlete CEO

The Averill Brothers reflect on the 2020 Athlete CEO season, business lessons learned, and future vision as we head into 2021

Show Notes

“2020 was a little crazy.”

That is the understatement of the year.

A global pandemic, volatile markets, athletic seasons paused then modified. Many companies who had set their “20/20 in 2020” vision campaigns ended up having to scrap much of their planning and pivot in what looks to be a new normal moving into 2021.

Yet despite the volatility, AWM Capital, as Managing Partner Brandon Averill puts it, has “grown from an organization to a company.”

In this episode of the Athlete CEO, we get the opportunity to turn the focus around to the two who typically ask the questions – Erik Averill, CFP®, CPWA®, CKA® and Brandon Averill, CFP®, CPWA®, CIPM.

As two of AWM’s three co-founders, Erik and Brandon look back on 2020 – the lessons learned, challenges navigated, and vision for the company as we move into 2021 and beyond – and share some of the best practices they’ve picked up along the way as business founders and operators.

Episode Highlights

  • Year in review (00:15)
  • Summing up the year for AWM Capital (1:23)
  • Growing from an organization to a company (2:37)
  • Making the decision to go all in (3:31)
  • Building a company that outlasts its founders (5:14)
  • “Hire on culture, fire on culture” (6:26)
  • Defining and developing culture (7:08)
  • Building the super-charged team bus (8:53)
  • The passion to serve the client (10:48)
  • Knowledge vs Expertise (13:24)
  • “If you waste wealth, all you’re doing is wasting impact.” – Brandon Averill
  • Refinement over the long term (16:13)
  • “The truth is if you have multi-generational visions and timeframes, you can out perform. You can make an impact.” – Erik Averill
  • Leading teams through challenging times (18:26)
  • Always learning and developing (22:20)
  • Thinking about agility and adaptability (24:11)
  • Reimagining the family office (27:23)
  • AWM’s 2021 vision (28:20)

Resources Mentioned:

 

Creators and Guests

Host
Brandon Averill
CEO, Senior Private Wealth Advisor
Host
Erik Averill
Partner, Senior Private Wealth Advisor, CFP®, CPWA®

What is Athlete CEO?

Each week on Athlete CEO features select excerpts from interviews with trailblazers, the elite, those at the top of their field and the best at their craft with the goal to curate the best practices that you can leverage to unlock your human capital