For Advisors By Advisors

For Advisor By Advisors - Interview with M Scott Brown, Founder of Edgewater Family Wealth - When does it Make Sense for a Financial Advisor to Manage Assets Internally? One Expert Weighs In!

February 28, 2024 Evan J Mayer Season 3 Episode 5
For Advisor By Advisors - Interview with M Scott Brown, Founder of Edgewater Family Wealth - When does it Make Sense for a Financial Advisor to Manage Assets Internally? One Expert Weighs In!
For Advisors By Advisors
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For Advisors By Advisors
For Advisor By Advisors - Interview with M Scott Brown, Founder of Edgewater Family Wealth - When does it Make Sense for a Financial Advisor to Manage Assets Internally? One Expert Weighs In!
Feb 28, 2024 Season 3 Episode 5
Evan J Mayer

In this episode we talk with M Scott Brown, Founder of Edgewater Family Wealth.  We talk about all things financial advisor such as growing at scale, building a team, and the right way to manage clients.  We talk about Scott’s history in the business from a newbie advisor to one of the top advisors in the country.   Scott shares his story and how he likes to manage assets.  I hope you enjoy it!  

Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.  

I’m always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

Show Notes

In this episode we talk with M Scott Brown, Founder of Edgewater Family Wealth.  We talk about all things financial advisor such as growing at scale, building a team, and the right way to manage clients.  We talk about Scott’s history in the business from a newbie advisor to one of the top advisors in the country.   Scott shares his story and how he likes to manage assets.  I hope you enjoy it!  

Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.  

I’m always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors