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

Between Meetings with Matt Heine

00:00

You've Got a Very Big Business, Right?

I thought it might just be worth pausing for a moment. You have a very big business. Don't I just maybe describe the size of the business? And then we might even do it slightly. I'm conventionally going backwards how you actually got there because I know you've had some interesting points within your career where you were growing organically, and that's created opportunities to really fast-track to where you are today. Yeah, so we're 372 employees, I believe, changes by the day. I think we have about 15,000 clients. Just shy of 19 billion of assets under management, and about 10 million of tax and accounting revenue.

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