Jeff Brown

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.

Jeff Brown, Director of People and Operations with The Heaps Estrin Team, discusses setting up a team for scale. Topics include emotional intelligence in team leadership, KPI reporting, opening a second location, and expanding into recreational and international properties. A focus on organizational change management and personal spending habits rounds out the insightful conversation.

Jeff Brown, President of Stratos Private Wealth, discusses his firm's innovative career track system for junior advisors. They focus on generating leads for advisors, performance indicators to guide career progression, and growth tactics like referrals and acquisitions. Jeff also reflects on his journey from a wirehouse to embracing supported independence and shares career lessons and the importance of setting ambitious goals.