Are you limiting your growth potential by thinking too small? 

In this episode of Don't Do That, host Kelly Waltrich sits down with Billy Hopkins, CEO of Silver Oak Securities, to discuss the importance of thinking big, taking uncomfortable steps, and adopting an enterprise mindset to accelerate business growth.

With 25 years of experience building Silver Oak Securities from a small Tennessee firm to a thriving enterprise, Billy shares his "Dave Grohl moment" that changed everything and the pivotal decisions that transformed his business.

Kelly and Billy discuss:

0:44 Introduction to Billy Hopkins and his Eagles fandom
1:47 Billy's journey from independent advisor to CEO of Silver Oak Securities
3:43 The "Dave Grohl moment" that changed Billy's entrepreneurial trajectory
6:25 Why holding onto unprofitable relationships limits your growth
9:12 Breaking through the ceiling: Investing in growth even when you don't feel ready
14:19 The value of being uncomfortable and having people who push you forward
17:57 Why advisors need to believe in their ability to elevate their practice
19:21 The importance of focusing on advisor experience to enhance client experience
21:43 Why partnerships and vendor relationships require patience to realize their full value
23:13 The wealth transfer opportunity and building the right infrastructure to capitalize on it
24:08 Billy's growth mindset: "Put a zero on the end of it"

Connect with Kelly Waltrich: 

• LinkedIn: Kelly Waltrich
• LinkedIn: Intention.ly
• X: Intention.ly
• Instagram: Intention.ly

Connect with Billy Hopkins: 

• LinkedIn: Billy Hopkins 
• Website: Silver Oak Securities 

About Our Guest: 

Billy Hopkins is the CEO & Founder of Silver Oak Securities, Inc, an independent, full-service Broker Dealer and SEC Registered Investment Advisor championing the spirit of independent wealth advisors by empowering them to foster meaningful, long-lasting relationships with their clients.

Billy has devoted the past 23 years to cultivating a unique structure at Silver Oak Securities that offers the strength, scale and resources of a large financial institution with the flexibility and freedom offered by smaller boutique organizations. 

Billy holds a degree in Business from Lambuth University, and holds his Series 6, 7, 4, 53 and 66. An avid trail runner, he lives in Tennessee with his wife, Rachel, and their sons, Sam and Jude.