Ep. 13 - Why this Father-Son Wealth Mngt. Team is Thriving - an Interview with Scott Brantingson

In this episode we'll interview Scott Brantingson, Sr., of Monocacy Wealth Partners of Bethlehem, PA.  Scott is an industry veteran with over 30 years experience as a branch manager and wealth manager.  He will share with us how and why he decided to leave a very lucrative branch management role to start his own wealth management firm with his son Scott, Jr.  By listening to this episode you will learn how they have evolved their client engagement and operational practices.  He will talk about how those changes have made it easier for prospective clients to understand the value they deliver and how they help current client feel emboldened to make referrals.  And lastly, Scott will discuss some of the of the biggest challenges any family run wealth management firms may face: how to create an equitable division of labor and responsibility between the generations, provide a clear career path and room for growth, and ultimately how best to support each other and their clients in good times and bad.