The Changing Landscape of Wealth Management

Just several months after a re-launch and re-brand of his San Diego-based wealth management business, Jeff Brown has his sights set on one very specific goal: Building a one-of-a kind national firm that provides financial planning, investment management and life coaching services for high-net-worth and ultra-high-net-worth individuals and families. 

Jeff sat down with Emigrant Partner's Mark Bruno to share his vision and his plan for continuing to accelerate the growth of his firm, Stratos Private Wealth, which is a division of Stratos Wealth Partners, one of Emigrant's Partner Firms. In this episode, Jeff specifically discusses his approach to delivering a truly differentiated client experience - as well as his strategy for growing of Stratos Private Wealth through a mix of creative marketing and recruiting approaches.