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  • Travis Parry

Ep 81: Scaling and Excellence with Brent R. Brodeski CPA, CFP®, CFA®

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Today’s guest is Brent R. Brodeski CPA, CFP®, CFA®, MBA. Brent is the CEO and founder of Savant Wealth Management. Savant is a Midwest-based, fee-only management firm, that manages nearly 14 million dollars and has over 8k clients and 260 employees.


In this episode, Brent shares how he is intentional about stepping away from work to maintain a healthy life balance. He touches on the problem with scaling without excellence and practicing excellence without scaling.


Join us today to learn about these things:

  • Brent’s journey to the financial industry. (1:04)

  • How Brent chooses to be deliberate with his time as a person that loves to work. (6:38)

  • When losing balance starts to affect your health and how scaling can counteract that. (15:00)


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More about our guest:

https://savantwealth.com/

Email: travis@travisparry.com

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