Savant CEO and founder Brent Brodeski shares his playbook of success through M&A as a means to fill service gaps and expand his service model across 15 states, with national ambitions.
RIA executive Mike Capelle shares his vision for Modern Wealth Management to become a nationwide, “holistic” wealth management firm for the mass affluent.
Robson doesn’t see the need to bring every service offering in-house to effectively grow an RIA catering to HNW wealth creators. The secret is paying deep attention to the clients—and their families.
What motivated the founders of Holistic Planning to leave Edward Jones after more than four decades? They discuss their thought process, the transition and the growth opportunities they are now experiencing.