Growth Leaders of Wealth Management
In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's needs first.
The Growth Leaders of Wealth Management podcast tells the stories of businesses who are on their growth journey now. We'll learn how they got this far, what the challenges have been, how they've overcome them, what they've learned along the way and what their next big mountain to climb is.
Join our host, Meg Carpenter, as we learn from the stories of some of the industry's best and brightest on the Growth Leaders of Wealth Management podcast.
Growth Leaders of Wealth Management
Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028
Can a wealth management firm really transform the lives of 1 million people by 2028 – and create 2,500 millionaire employees in the process? If you’re Brent Brodeski, Founder and CEO of Savant Wealth Management, there’s no doubt in your mind.
Join us as we uncover Savant’s ambitious mission and explore how the firm's unique approach to private equity, employee ownership, M&A and more is driving it forward. In this episode, we’re joined by Brent, along with his colleagues Patrick Lawlor and Robert Morrison, as well as Bill Frayer of Kelso & Company and Keith Taylor of The Cynosure Group.
Connect with us:
- Meg Carpenter on LinkedIn
- Brent Brodeski on LinkedIn
- Patrick Lawlor on LinkedIn
- Robert Morrison on LinkedIn
- Bill Frayer on LinkedIn
- Keith Taylor on LinkedIn
Want to learn more…
Visit ficommpartners.com