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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.

Nov 12, 2020 02:00 PM 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.