22: Start-up Vibes at a $7.5B Wealth Manager w/ EVP Adam Cox | Rethinking Technical Expertise in Finance | The Power of Authentic Storytelling (and Podcasts) | Why Introverts Make Great Salespeople

At the start of his career, our guest, Adam Cox, learned an important lesson - success in financial management is about more than delivering flashy stats, sales pitches, and charm. 

It’s about earning trust. And most importantly, not overlooking your own strengths.

In this episode, Stacy and Adam sit down for more than a coffee cheers between two fellow introverts. They’re digging into Adam’s journey to the top and covering: 

• Adam’s backstory –  From a one-man show to leading a team of 40 almost overnight 
• His mission to flip the script on the old wealth management playbook, putting authentic connections front and center
• The #1 superpower that introverts like you hold when it comes to sales conversations
• How Adam's career skyrocketed when he embraced his unique sales superpower and said goodbye to trying to fit into the extrovert mold

About Adam Cox:

Adam Cox is Chief Wealth Management Officer at The First National Bank in Sioux Falls. He hosts, Common Cents on the Prairie™, an award-winning podcast that tackles some of today’s toughest financial questions in an approachable and personable style. 

In just over 7 years, Adam’s team has grown The First National Bank in Sioux Falls’ wealth management arm from $3.7 billion to $7.5 billion operation of managed assets, exclusively through organic growth.

Resources mentioned in this episode:

Book: Blue Ocean Strategy: How to Create Uncontested Market Space and Make Competition Irrelevant

Song: Chris Stapelton–Outlaw State of Mind

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Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus