RIA+ Building a National Brand: Stratos Private Wealth's Jeff Brown
Dec 18, 2023
Jeff Brown, founder of Stratos Private Wealth, discusses his vision of building a national firm that provides financial planning, investment management, and life coaching services for high-net-worth individuals and families. He talks about his approach to delivering a differentiated client experience and his strategy for growing Stratos Private Wealth through creative marketing and recruiting approaches. The podcast also explores the challenges of rebranding, the changing landscape of wealth management, and growth opportunities for the firm.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Introduction to Jeff Brown and Stratus Private Wealth
02:32 • 1min
From Financial Advisor to Professional Manager
03:59 • 8min
Building a National Brand: Stratos Private Wealth's Vision and Model
12:15 • 4min
The Changing Landscape of Wealth Management
16:44 • 23min