EPISODE 43 • 7/07/2020 • 1 hr 16 min
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Brent is the co-founder and CEO of Savant Capital Management, a nationally ranked wealth management firm that manages over 8 billion in assets for 6000 clients and employs over 200 professionals and team members.
Brent earned degrees in finance and economics and an MBA from Northern Illinois University. He is a Certified Financial Planner (CFP®), Certified Public Accountant (CPA), a Chartered Financial Analyst® (CFA®), and an Accredited Investment Fiduciary Analyst® (AIFA®).
He is a member of the Young Presidents' Organization (YPO) and serves on the boards of the Northern Illinois University Foundation and the Rock Valley College Foundation.
Chicago magazine named Brent as the #1 independent financial advisor in Chicagoland. He represents Savant on the Barron’s Hall of Fame as one of the nation’s top financial advisors for over 10 years. He was also ranked by Forbes as the #40 top wealth advisor in the nation.
Brent’s passions are being an entrepreneur, drinking wine, and spending time with his family at his lake home in Lake Geneva, WI!
05:30- The Brodeski family council
07:50 - How education creates confidence
09:00 - Extroversion can be learned
30:15 - Synergy can be strategized
33:00 - Why you need systems and structures
37:00 - The value of hiring subject matter experts
46:00 - Growing without the pains
51:00 - Creating a master playbook by combining the best of all involved
53:58 - Core values are non-negotiable
59:15 - How to hire like a boss
1:08:30 - Rob’s take-aways