Tune into our latest podcast episodes to uncover the growth strategies of Regent Peak, Modern Wealth, and Savant's leading minds.
| Craig Robson Founder of Regent Peak Wealth Advisors |
| | David asks Craig about his extraordinary transition from a 25-year career at Merrill Lynch to launching an independent practice. |
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| Listen in as David chats with Mike on how Modern Wealth Management is shaking up the financial planning game for everyday millionaires and the mass affluent. |
| | Mike Capelle Co-Founder and Co-CEO at Modern Wealth Management |
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| Brent Brodeski Savant CEO and Founder |
| | David discusses with Brent the keys to long-term success, including attracting top talent and adapting to evolving client expectations, and also what many firms get wrong about “growth.” |
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