Brad Sherman is the founder of Sherman Wealth Management, an independent fee-only financial planning and wealth management firm with $38 million in AUM. While Brad started his career on the mortgage side of the business and went through several job changes, he slowly made his way over to financial planning and ultimately made the decision to launch his own practice—while his wife was 36 weeks pregnant.
In this episode, Brad shares how he built up his firm with a young baby at home, as well as what made him decide to break away from his broker-dealer and form his own RIA. Listen in to hear what he did to grow his client base as a new business owner, what he’s learned over the last five years of running his own firm, and what he envisions for the future.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/161
Behind The Advisor