24. From Assumptions to Assertions: How Advisors Achieve Their Next Level with Brandon McFadden
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24. From Assumptions to Assertions: How Advisors Achieve Their Next Level with Brandon McFadden
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In this episode, Jamie and special co-host Brodrick Lothringer explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth Director and Vice President at Bryn Mawr Capital Management.
While industry events often focus on better prospecting or marketing tactics, Brandon points to something more foundational: most advisors simply don’t ask for what they need. From clear communication with clients to directly requesting referrals, success often comes down to asking confidently and specifically.
We talk about why communication is the make-or-break skill in financial advising, how to build trust fast, and what it takes to grow a business with intention. If you’re thinking about a future in wealth management, or looking to break through a plateau, this conversation is for you.
Connect with us below!
- Brandon McFadden on LinkedIn
- Bryn Mawr Trust Capital Management
- Jamie Hopkins on LinkedIn
- FinServ Foundation
- Brodrick Lothringer on LinkedIn
- PodPony
If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.
>>FinServ Foundation Website