Episode 072: Brad Ball, founder of Bison Wealth, is a seasoned financial expert with a passion for creating long-term value in wealth management. Brad’s approach integrates patient capital, cutting-edge investment strategies, and a focus on building resilient client relationships. 

In this episode, Kyle talks with Brad about the importance of infrastructure in financial firms, the key elements of successful advisor training, and the challenges and opportunities in the wealth management industry. Brad shares his journey from working with large pension plan investments to founding Bison Wealth, emphasizing the need for a supportive environment and sophisticated strategies to meet client needs. They also explore the role of technology and AI in modern wealth management, along with Brad's insights on industry trends and future growth.

In this episode:

Key Takeaways

Quotes

“If you're not trying to create some synergy with your tech stack, with your operations, you simply bog down and you can't be successful.” ~ Brad Ball

“ We're really focusing on building products that have protections built in that give [clients] less of a binary outcome and more of a disproportionate up to down.” ~ Brad Ball

“ There is no question the market has voted firmly that aggregators are going down in value, and integrators are going up in value.” ~ Brad Ball

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