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Building ideal futures - Brent Brodeski, CEO Savant Wealth Management
Manage episode 343302402 series 3333605
Вміст надано Mark Akeroyd. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Mark Akeroyd або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this episode we're joined by Brent Brodeski, CEO of Savant Wealth Management. Savant Wealth Management has over 300 employees providing wise counsel to individuals, families, and businesses across the US.
Brent joins us to discuss:
- The origin story of Savant
- What Savant's vision of building ideal futures means
- His desire to build frameworks from clients to understand their vision, values, wellbeing priorities and levers.
- The value cycle between clients, employees and the broader community.
- Savant's aim to find the intersect between excellence and growth.
- His vision for the industry and advice businesses, to move to demonstrating value around building ideal futures with a deep bench of specialists.
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
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