Ep 76: Building a wealth platform to transform lives – Brent Brodeski
Between Meetings with Matt Heine
00:00
Investments and Financial Planning Are Commodities, Right?
Too many advisors are still thinking their value proposition is investments. What do our clients care about? They tend to be older, right? And so they care about their families and money. We just did an acquisition that incorporates a whole health focus around longevity. So those are things I think are pretty on the edge. But I think in ways that will really differentiate our company.
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