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Sandi Bragar, CFP®, Chief Client Officer and Partner at Aspiriant, shares how the firm’s independent, employee-owned structure shapes its client-first approach and differentiates it in the wealth management landscape. She also discusses Aspiriant’s perspective on succession planning, growth priorities for the year ahead, and what advisors curious about the firm should know.
By Asset TV5
3131 ratings
Sandi Bragar, CFP®, Chief Client Officer and Partner at Aspiriant, shares how the firm’s independent, employee-owned structure shapes its client-first approach and differentiates it in the wealth management landscape. She also discusses Aspiriant’s perspective on succession planning, growth priorities for the year ahead, and what advisors curious about the firm should know.