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For Advisor By Advisors - Interview with M Scott Brown, Founder of Edgewater Family Wealth - When does it Make Sense for a Financial Advisor to Manage Assets Internally? One Expert Weighs In!

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Manage episode 403603355 series 3380761
Content provided by Evan J Mayer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evan J Mayer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode we talk with M Scott Brown, Founder of Edgewater Family Wealth. We talk about all things financial advisor such as growing at scale, building a team, and the right way to manage clients. We talk about Scott’s history in the business from a newbie advisor to one of the top advisors in the country. Scott shares his story and how he likes to manage assets. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.

I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

  continue reading

79 episodes

Artwork
iconShare
 
Manage episode 403603355 series 3380761
Content provided by Evan J Mayer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evan J Mayer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode we talk with M Scott Brown, Founder of Edgewater Family Wealth. We talk about all things financial advisor such as growing at scale, building a team, and the right way to manage clients. We talk about Scott’s history in the business from a newbie advisor to one of the top advisors in the country. Scott shares his story and how he likes to manage assets. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.

I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

  continue reading

79 episodes

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