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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.
39:50
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Quick takeaways
- Jeff Brown aims to build a one-of-a-kind national firm that offers financial planning, investment management, and life coaching services for high-net-worth individuals and families.
- Stratos Private Wealth's strategy for growth includes creative marketing approaches, recruitment, and building a national brand under the Stratos umbrella to establish a recognizable presence in the industry.
Deep dives
Stratos Private Wealth: Evolution and Growth Strategies
This episode of RAA Plus features Jeff Brown, President of Stratos Private Wealth. He discusses the evolution of the firm, the specific problem it solves for advisors and investors, and their growth strategies. Jeff outlines their focus on recruiting and developing next-gen talent, outcome-oriented marketing, and business development. He emphasizes the importance of creating a national brand under the Stratos umbrella, offering a unique career path for advisors. Jeff highlights the significance of M&A in the industry and the potential of AI in driving efficiency and client service.
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