As part of our ongoing series highlighting the people behind 1847Financial's growth, we sat down with Business Development Director, Ben Levy. With a unique upbringing in the financial services industry and a deep understanding of both the advisor experience and leadership, Ben brings a grounded perspective to recruiting and supporting financial professionals.

We talked to him about how he got started, the role his father played in shaping his career, and what he looks for when bringing new advisors into the firm.

How long have you been in the financial services industry?
I officially started in 2014, but I say I’ve been in it for 35 years because I really was born into this world. It’s something I’ve been surrounded by for as long as I can remember.

What sparked your interest in following this path?
Honestly, I didn’t really have to find this career, I grew up in it. My dad was in the industry and also served as a Managing Partner for a long time so I didn’t just see the client-facing advisor work. I saw the bigger picture: how to build a firm, support a team, and create opportunities for others. That’s what stuck with me.

When I was a kid, I’d even go on sales calls with him sometimes. Not because I had to, I just wanted to. It gave me a chance to see how he connected with people and what it looked like to grow a business that way.

What did you learn from watching your dad lead?
One of the biggest takeaways was how he created space for others to grow. Whether it was helping someone get licensed or supporting them as they built their own practice, he was hands-on, but didn’t micromanage. That balance is something I try to bring into my own approach now.

I also got to see the challenges of leadership, it’s not all mentorship and success stories. There are setbacks, and not every strategy works right away. But when you’re in it for the long term, you learn to navigate those things. That’s helped me relate to the people I recruit. I know what it looks like from the inside.

How do you approach your conversations with potential recruits?
It starts with listening. Everyone comes into the conversation at a different point in their career. Some are hitting a ceiling where they are. Some want more support. Others want more freedom. You have to meet them where they are and really understand what they’re trying to solve.

My job isn’t to convince someone to make a move. It’s to figure out if this is a place where they can grow and if our platform aligns with what they want next.

What makes someone a good fit for your team?
I look for people who want to build something , whether that’s a stronger practice, a more balanced lifestyle, or a team of their own. They don’t have to have all the answers, but they need to be willing to ask the right questions and take ownership of their future.

I also value transparency. If you’re open about what’s working and what isn’t in your current setup, we can have a real conversation about whether our resources will help. It’s not about selling a dream. It’s about matching needs to tools.

What kind of support can financial professionals expect if they come on board?
We offer a lot, but what matters most is how that support fits the person. Some people need help with marketing or business development. Others want mentorship, succession planning, or better technology. We’re not here to apply a one-size-fits-all approach. We’re here to figure out what you need and help you use what we have to make it work.

Final Thoughts?
I think a lot of advisors wait too long before having a conversation about what’s next. Even if someone’s not actively looking to leave their current firm, I encourage them to talk. You can explore your options without making a decision right away.

Sometimes, that one conversation is what helps you realize what you want in the next phase of your career.

Curious if 1847Financial could be a fit for your next chapter? Reach out to Benjamin Levy for a conversation. No pressure, just a chance to explore what your business could look like with the right support.

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