#19 From a 2-Person Company To Managing $20 Billion w/ Brent Brodeski, Founder, Savant Wealth Management
Ultra High Net Worth Clients with Chris Brodhead
English - December 13, 2023 23:57 - 1 hour - 71.3 MB - ★★★★★ - 58 ratingsFilm Interviews TV & Film Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Brent Brodeski (http://www.savantwealth.com/), 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:
1. The Importance of Investments in Building Ideal Futures
2. The Importance of Hiring A-Players in a Growing Business
3. Identifying the Flag Carriers and Swamp Monsters in Your Team
4. The Impact of Employee Retention in Acquisitions
5. The Significance of Employee Ownership in a Business
6. The Future of The Industry
Brent's Links:
LinkedIn: https://www.linkedin.com/in/brent-brodeski-b760651/
Website: https://www.savantwealth.com/
Twitter: https://twitter.com/BBrodeski
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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.