In this episode we're joined by Brent Brodeski, CEO of Savant Wealth Management. Savant Wealth Management has over 300 employees providing wise counsel to individuals, families, and businesses across the US.
Brent joins us to discuss:
- The origin story of Savant
- What Savant's vision of building ideal futures means
- His desire to build frameworks from clients to understand their vision, values, wellbeing priorities and levers.
- The value cycle between clients, employees and the broader community.
- Savant's aim to find the intersect between excellence and growth.
- His vision for the industry and advice businesses, to move to demonstrating value around building ideal futures with a deep bench of specialists.
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
