Brent Brodeski (@BBrodeski), founder of Savant Wealth Management, discusses his journey of building a comprehensive financial planning firm. Brent shares insights into the company’s growth from being a two-person company to one with 500 employees, managing $20 billion in assets for over 13,000 clients. The strategy behind this success is their focus on delivering holistic financial advice, while looking beyond just investments and prioritizing the client’s future goals.
In this episode, Chris and Brent discuss:
- The Importance of Investments in Building Ideal Futures
- The Importance of Hiring A-Players in a Growing Business
- Identifying the Flag Carriers and Swamp Monsters in Your Team
- The Impact of Employee Retention in Acquisitions
- The Significance of Employee Ownership in a Business
- The Future of The Industry
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
