Running a successful company doesn’t necessarily use the same skills as being a top-notch financial advisor—though there might be more overlap than you think. In this episode, we sit down for a roundtable discussion with Eileen O’Connor of Hemington Wealth Management and Brent Brodeski of Savant Wealth Management to learn more about how they’ve faced—and embraced—the challenges that come with running their own RIA firms.

For six tips on how you can be an effective business leader, visit: https://www.tdainstitutional.com/insights/articles/welcome-to-the-c-suite.html

Guests:

Brent Brodeski, Savant Wealth Management

Eileen O'Connor, Hemington Wealth Management