AmiSight 10/31: The Secret Sauce to Being a Financial Cook
Updated: Nov 13
In this week's edition of the AmiSights podcast, we talk to Michael Brady. Michael is a consultant with LPL Financial and the managing partner of Independent Advisor Group, where he mentors approximately 35 advisors and oversees the books of business owned by IAG, which total more than $200 million in assets. He tells us how he grew his business from the ground up, starting with a bunch of smaller accounts and eventually scaling up.
“The way our industry works is you get a little bit of growth, a little bit of growth, and then a shot up,” he said. “All of a sudden, something happens, something breaks your way, and boom, next thing you know, you reach the next plateau.”
The main topics of today's episode will be:
How Michael reshaped his business after the sudden death of his business partner and made sure his partner’s family was taken care of, fulfilling the plan he proposed before his death.
How he provides added value to his clients by offering more than just investment advice, focusing on what impacts their lives and future
Why the way you invest your money should be based on when you're going to use your money.
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