Breakaway Gear Shift Podcast

Julia Bui shares her journey from corporate accounting burnout to building a thriving advisory business--all before the age of 30. She opens up about the mindset shifts, business lessons, and client relationship strategies that helped her grow a sustainable and aligned practice at Breakaway. Listeners will learn: How confidence and mindset directly impact business growth Why saying “yes” to every...

Vonmarie Thomas shares how she went from senior accountant with three months of runway to leading a thriving advisory firm. Her story highlights the mindset, systems, and support required to build a scalable, client-centered business on your own terms. What listeners will learn: How a decisive mindset shift—committing fully to the path—can accelerate business growth. Why defining your ideal client...

In this episode of the Gearshift podcast, Shea Keats sits down with Breakaway advisor Carrie Hefner to discuss how she built a rapidly growing accounting firm in her first year of business. Carrie shares the strategies, mindset shifts, and lessons that helped her scale quickly—along with the challenges that come with fast growth. From building strong client relationships to creating systems that s...

Faith didn’t set out to build a big or flashy firm—she set out to build a real one. In this episode, she shares how she evolved from doing solid client work behind the scenes to leading a sustainable advisory practice, without buying into hustle culture or burning herself out. Listeners will learn: Why you don’t have to “earn” the advisor title—and how owning it sooner changes your confidence, pri...

In this episode Rechelle shares how she built a joyful, sustainable practice by learning through action, leaning on community, and choosing steady growth over shortcuts. Listen for practical takeaways about: Networking and public speaking Firing the wrong clients Two simple retention habits that actually work Why “over-communicate” and “just start” beat waiting for perfect readiness

In this episode of Breakaway Gear Shift, Shea sits down with Sigi—one of Breakaway’s top-performing Founder’s Circle advisors—to pull back the curtain on what really drives sustainable growth in an advisory practice. How to build momentum early by choosing the right first clients and focusing on learning-by-doing. Why team leverage is a true accelerator —and how to decide what to delegate (and whe...