Episode
148: Triad Member: Fired for Putting Clients First and How He Rebuilt a Family Practice Gathering $65M of New Assets with Keith Leverentz
- Published
- Dec 24, 2025
- Duration seconds
- 3549
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Summary
What do you do when doing the right thing gets you fired? That’s the question at the center of this conversation with Keith Leverentz. Keith started his career as a high school science teacher before being recruited into a captive financial firm. He quickly became the number one producer in the organization—but he was doing something most advisors weren’t. He was putting clients first, even when it meant recommending solutions that were less profitable for the company. In 2012, that decision cost him everything. He lost his business, his clients, his niche, and spent a season wondering if he’d ever get back on his feet. Keith didn’t just bounce back. He rebuilt—this time with intention. Today, he leads a 25-person firm that’s on pace for more than $65M in new assets this year. He’s done it by building a real team, integrating his entire family into the business, and putting purpose, generosity, and client outcomes at the center of everything. If you’re a founder who’s been knocked down—or you’re carrying a weight that feels heavier than it should—Keith’s story is a powerful reminder of what’s possible on the other side. 3 of the biggest insights from Keith Leverentz… #1.) The Cost of Doing What’s Right (And Why It Paid Off Later) Keith was the #1 producer in his captive agency — until he refused to sell products that weren’t in his clients’ best interest. That decision got him fired. Keith explains the ethical dilemma that forced him out, the fear and isolation that followed, and how starting over with nothing eventually led to building a 25-person firm. If you’ve ever felt tension between growth and integrity, this part will hit close to home. #2.) Why Most Advisors Feel Overwhelmed (And How to Fix It) Keith explains why hiring an Executive Assistant dropped his stres…