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    Leadership & Team

    Steve
    Phillips

    Chief Practice Management & Development Officer

    Steve Phillips is the Chief Practice Management and Development Officer, joining USA Financial in 2019. He leads the coaching and consulting team working with USA Financial advisors to increase the enterprise value of their firms through tailored ongoing and evolving practice management initiatives.

    In addition to Steve’s integral role within the coaching team, he works with the sales team to develop strong and productive partner relationships with advisors. This interconnective approach between coaching and sales is one that strategically elevates the overall client experience provided.

    Steve has decades of industry experience. He started out in a small family marketing business with his dad in 1991. After seven years in the family business, he spent the next 14 years working at one of the largest IMOs in the industry, serving as Director of Education before becoming the Chief Sales Officer. Following his time there, Steve spent a couple of years as Chief Sales Officer at Annexus. It was around this time that it became clear to him that the wholesale side of our industry needed to do more to assist in the ongoing growth of advisory practices. This thought led him to what has become a non-stop, intense focus on individual-focused consulting and practice management.

    Steve has since partnered with Pareto Systems, starting in 2010, before starting his own practice management company, The Advisor Protocol, in 2014. Having known Mike Walters, Brent Enders, and many members of the USAF team for 30 years, it was an amazing blessing and opportunity to have his business acquired by USA Financial in 2019. The like-mindedness around the approach of providing ongoing coaching and consulting programs with a focus on advisors with whom we are a "fit" and best suited to serve and partner with over the long term has made an immense difference in Steve’s career and life, as well as those of his team—and of course, the careers and lives of the advisors we serve.

    Plain and simple, practice management and business development done correctly provides long-term sustainability of practices and relationships.

    Steve and his wife, Laurie, have two daughters, Lindsay and Leigha; he’s grateful for his amazing family. In his spare time, he took up birding 30 years ago, and considers himself a “bird nerd.” He spots them while out hiking, walking through any park, wildlife refuge, beach, or woods. In addition to the awesomeness of the hobby, being out in nature is his "church" and where he goes to get away, decompress, focus on what really matters and re-charge. And yes, he also keeps a life list, which is nearing the 500 species mark!
    Steve Phillips | USA Financial
    Contact Information
    (888) 444-0125
    Recent Posts
    The 3 Phases of Financial Practice Evolution
    Practice Management

    The 3 Phases of Financial Practice Evolution

    As our team looks back on our collective hundreds of years of experience, what's interesting for us is that there remains one consistent theme/challenge that has held true for every advisor and firm we've ever worked with - and continues to hold true today - and that is how to successfully navigate the three phases of evolution that every practice finds itself working through. Those three phases are loosely described as Acquisition, Expansion, and Succession.
    Creating Professional Contrast: The Words Matter
    Practice Management

    Creating Professional Contrast: The Words Matter

    As we progress with advisors that are engaged with USA Financial in coaching and consulting, it eventually gets down to this: With all due respect to the skilled and successful advisors we work with, we really couldn't care less whether your clients can talk about you. I think all of us would agree that our clients can talk about us. What we care about is whether or not they feel compelled to do so.
    The CarMax Story
    Practice Management

    The CarMax Story

    As the Coaching and Consulting team at USA Financial has continued to evolve over the years and add new consulting programs, we have had opportunities to talk about real life experiences centered around the idea of the importance of “process” in creating professional contrast, and imprinting the idea of meaningful value on prospects and clients.