Imagine walking into a doctor’s office with a bad cough and walking out on crutches, still coughing. That’s how Brent Brodeski saw the client experience of financial advisory in 1992 when he co-founded Savant Capital Management in Rockford, IL.

“It was kind of like going to the general practitioner, you get a checkup, and he wrote prescriptions and sent people on their way,” said Brent. “And people take that prescription and imagine the pharmacist saying, ‘No, I’m going to sell you this wonder drug instead. It’s more expensive and doesn’t really make you better.’ That was the problem, the clients had a prescription for one thing and they often were getting something else.”

On today's pod we discuss lessons Brent learned from diagnosing his clients’ problems and devising the best cures for their finances on his way to expanding Savant to nearly $5 billion in assets under management and 13 offices throughout the Midwest: