Want to know how Savant Wealth Management has pursued massive growth while maintaining a focus on improving client experience? CEO Brent Brodeski shared his insights on a recent episode of RIA Channel's video podcast. ?? Watch the full interview here: https://ow.ly/pO4R50Tn70T
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Want to know how Savant Wealth Management has pursued massive growth while maintaining a focus on improving client experience? CEO Brent Brodeski shared his insights on a recent episode of RIA Channel's video podcast. ?? Watch the full interview here: https://ow.ly/oNmM30sGGig
Savant's Brodeski On 'The Intersection of Growth and Excellence'
https://www.riachannel.com
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Want to know how Savant Wealth Management has pursued massive growth while maintaining a focus on improving client experience? CEO Brent Brodeski shared his insights on a recent episode of RIA Channel's video podcast. ?? Watch the full interview here: https://ow.ly/1yQ530sGrYY
Savant's Brodeski On 'The Intersection of Growth and Excellence'
https://www.riachannel.com
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?? Building wealth isn't just about picking the right investments—it's about having a sound strategy for the long-term. In our latest podcast, Vector advisor Charlie Gruys explores how the range of market outcomes historically narrows after 1, 5, and 10 years. ???Listen to the full discussion: https://lnkd.in/gkWTuaPV #FinancialEducation #WealthPlanning #TimeInTheMarket
3 Timeless Investing Principles - Vector Wealth Management
vectorwealth.com
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?? Building wealth isn't just about picking the right investments—it's about having a sound strategy for the long-term. In our latest podcast, Vector advisor Charlie Gruys explores how the range of market outcomes historically narrows after 1, 5, and 10 years. ???Listen to the full discussion: https://lnkd.in/gWjiQEEc #FinancialEducation #WealthPlanning #TimeInTheMarket
3 Timeless Investing Principles - Vector Wealth Management
vectorwealth.com
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?? Building wealth isn't just about picking the right investments—it's about having a sound strategy for the long-term. In our latest podcast, Vector advisor Charlie Gruys explores how the range of market outcomes historically narrows after 1, 5, and 10 years. ???Listen to the full discussion: https://lnkd.in/gW8UkJEr #FinancialEducation #WealthPlanning #TimeInTheMarket
3 Timeless Investing Principles - Vector Wealth Management
vectorwealth.com
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?? Building wealth isn't just about picking the right investments—it's about having a sound strategy for the long-term. In our latest podcast, Vector advisor Charlie Gruys explores how the range of market outcomes historically narrows after 1, 5, and 10 years. ???Listen to the full discussion: https://lnkd.in/gPnZEZjr #FinancialEducation #WealthPlanning #TimeInTheMarket
3 Timeless Investing Principles - Vector Wealth Management
vectorwealth.com
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?? Building wealth isn't just about picking the right investments—it's about having a sound strategy for the long-term. In our latest podcast, Vector advisor Charlie Gruys explores how the range of market outcomes historically narrows after 1, 5, and 10 years. ???Listen to the full discussion: https://lnkd.in/gtDwiQQr #FinancialEducation #WealthPlanning #TimeInTheMarket
3 Timeless Investing Principles - Vector Wealth Management
vectorwealth.com
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?? Building wealth isn't just about picking the right investments—it's about having a sound strategy for the long-term. In our latest podcast, Vector advisor Charlie Gruys explores how the range of market outcomes historically narrows after 1, 5, and 10 years. ???Listen to the full discussion: https://lnkd.in/gwjqchvc #FinancialEducation #WealthPlanning #TimeInTheMarket
3 Timeless Investing Principles - Vector Wealth Management
vectorwealth.com
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?? Building wealth isn't just about picking the right investments—it's about having a sound strategy for the long-term. In our latest podcast, Vector advisor Charlie Gruys explores how the range of market outcomes historically narrows after 1, 5, and 10 years. ???Listen to the full discussion: https://lnkd.in/g72gdBPC #FinancialEducation #WealthPlanning #TimeInTheMarket
3 Timeless Investing Principles - Vector Wealth Management
vectorwealth.com
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As the Technology quarterback Brett mentions in this recent podcast, I fully endorse the importance of resource commitment for business evolution and expansion. For smaller firms especially, it's crucial to recognize that existing staff members are likely fully engaged in their primary roles. Relying on them to handle additional responsibilities outside their expertise can detract from client service quality. Instead, investing in dedicated professionals for technology, operations, and marketing can propel your firm forward. In today's tech-driven era, where technology permeates every aspect of our lives and younger generations demand seamless connectivity, neglecting resource allocation – both in terms of time and finances – can hinder progress and growth. It's essential to prioritize investing in the right personnel and tools to stay competitive and meet evolving expectations.
Our CEO and Co-founder, Brett Bernstein, CFP?, recently had the pleasure of joining The Connected Advisor podcast hosted by Kyle Van Pelt, CEO of Milemarker Brett shared insights into his industry journey, his unique approach, the future of financial planning, the crucial role of technology investment in firm growth, and much more! Don't miss out on this valuable conversation! Listen now: https://hubs.ly/Q02lHSKd0. This episode is also available now on your favorite podcast platform! Spotify: https://hubs.ly/Q02lHTgN0. Apple Podcasts: https://hubs.ly/Q02lHBB30. #Finance #Podcast #FinancialPlanning #InvestmentStrategies #Milemarker #FinTech
The Wealth Management Growth Formula with Brett Bernstein
https://www.youtube.com/
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