Articles tagged "Savant Capital"
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How Brent Brodeski 'cut the middleman out' to get a no-strings $50 million for succession nirvana
Needing to cash out retiring partners, Savant Capital's CEO thought he needed to sell his $4.7B RIA -- 70 'conversations' later he met the potential moneymen
October 5, 2016 at 5:55 PM
What I learned at Harvard Business School that doubled my RIA assets to $3.3 billion in two years
$13,000 and seven days in Boston sparked a sales revolution, a deal-making mindset, a TAMP and an online venture
June 4, 2013 at 5:54 PM
How the FPA sexed up its 2013 Business Solutions Conference
One session was so successful that the attendees wouldn't let it end -- surely a conference first, our correspondent believes
March 11, 2013 at 6:07 AM
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