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Ep 76: Building a wealth platform to transform lives – Brent Brodeski

Between Meetings with Matt Heine

00:00

The Rise of Multi-Disciplinary Firms in America

In Australia, we're certainly seeing the rise of the multi-disciplinary firm where they do wealth and accounting debt mortgage-broken. But it's quite unique in America. Being able to bring that one-stop shop, that integrated end-to-end, which first and foremost delivers ideal futures is pretty unique. And I think most importantly also makes it very simple for the client. They don't want to be seeing six, seven, eight different people to manage their ideal future.

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