Growth, AI, and the Client Experience
Media Mention – Brent Brodeski on Asset TV
Savant Wealth Management Founder and CEO Brent Brodeski recently appeared on Asset TV to discuss how the firm is balancing growth with its focus on client experience.
In the segment, “Redefining the Trusted Advisor: Growth, AI and the Client Experience,” Brent explores Savant’s approach to AI and comprehensive wealth planning, along with how the role of the advisor is evolving beyond investment management to focus more broadly on clients’ goals and priorities.