Todd Pisarczyk is the Founder and CEO of Momentous Wealth Management. Todd shares his journey from starting his practice right out of college to leading a firm with $400 million in assets under management. They discuss the importance of creating processes, how Todd is preparing his firm for the next generation, and the impact of personalized client service. Todd emphasizes the value of hospitality in financial services and offers practical tips on building a referable and lasting business.
In this episode, Chris and Todd discuss:
- Building a Multi-Generational Firm
- Developing Effective Processes
- Client Service and Hospitality
- Final Thoughts and Future Goals
Connect with Todd:
X │ Podcast │ Books Mentioned
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!
