Between Meetings with Matt Heine Ep 76: Building a wealth platform to transform lives – Brent Brodeski
Mar 17, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
Entrepreneurship - How Did It All Begin?
01:37 • 2min
What Attracted You to Financial Planning?
03:15 • 2min
What's the Difference Between Wealth Management and Estate Planning?
05:03 • 3min
The Rise of Multi-Disciplinary Firms in America
08:19 • 3min
You've Got a Very Big Business, Right?
11:07 • 2min
How to Build an Ice Boutique Business
12:57 • 4min
Capital Management
17:21 • 4min
What We Learned From Cevant's Deals
21:23 • 4min
Is It a Formal Process or a Recognition of What Wasn't Working?
24:58 • 2min
How Do You Scale a Million Lives?
27:17 • 4min
Investments and Financial Planning Are Commodities, Right?
31:36 • 4min