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Fire Your Broker
The financial services industry has evolved over time. This evolution is fueled by technology, regulations, and client expectations. The result is that a modern financial services practice looks different today than it did even ten years ago. This presentation is designed to provide a framework for evaluating financial services firms and professionals.

Oct 13, 2020 11:00 AM in Eastern Time (US and Canada)

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Speakers

Brennan R. Redmond, CFA, CFP®
First Vice President, Financial Advisor @Sage Rutty & Company
Every client is different, and no two portfolios look the same. ​ By blending industry best-practices and tried and true investment methods in addition to Brennan's Chartered Financial Analyst® and Certified Financial Planner® designations; clients can be confident that their portfolio mirrors the goals and risk-tolerance of their unique situation. After graduating with a Bachelor of Science in Business Administration – Finance with Honors at the Rochester Institute of Technology in 2003, Brennan has been in the industry ever since, having gained experience at both large and medium sized firms. When he isn't working, Brennan enjoys playing tennis at Midtown Athletic Club and spending time with his wife and daughter.