23: $1.1B RIA / Venture Capital Co-Founder Spencer Kelly of Regatta Capital on Organic Growth | Lessons Learned from Door-to-Door Sales | Why Every Business is a People Business

Meet Spencer Kelly, co-founder of Regatta Capital. He knows the grind; his early days in door-to-door sales taught him the value of grit, genuine connections, and patience.

For Spencer, it's all about relationships in business. That’s why he made crafting a top-notch brand experience the focus for Regatta Capital right from the start. 

And it paid off. He and his team built a billion-dollar RIA, and today, he’s cracking open their playbook. 

Listen in as he and Stacy discuss: 

• His backstory – From door-to-door sales to co-founding a $1.1B RIA 
• The growing pains that came with crossing the $500 million mark 
• Spencer's strategy for keeping client care and relationships the priority during seasons of rapid growth 
• The magic of growing a team organically 

About Spencer Kelly:
Spencer spent his first years as an advisor door knocking in Westchester, CA. He met amazing people, gained long-term clients and is proud to have built his business from scratch.

As Co-Founder, Managing Partner and Head of Advisory Services at Regatta Capital Group, Spencer is focused on running the business, researching investment opportunities and ensuring that every client of Regatta receives the same exceptional, above-and-beyond service that he has provided his clients for so many years.

Spencer married his wife Meghan in 2020. They live a full, active life raising Meghan’s two girls, Leah & Liv, and their son, River. They live in Valley Village and love to spend their time surrounded by friends, traveling, hiking, biking or grabbing dinner at their favorite local restaurants. They share a love for the Dodgers, the LAFC, Palm Springs, ski trips and tennis.

Resources mentioned in this episode:

Book: Rich Dad Poor Dad, How to Win Friends and Influence People, The Power of PositiveThinking, Good to Great, Greenlights, The Ride of a Lifetime

Songs: Tom Petty And The Heartbreakers-Runnin' Down A Dream, Tom Petty-I Won't Back Down

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