Client Advocacy Front and Center

Welcome to The Summary – a newly released podcast series with Brian Werdesheim, founding member of the Summa Group. Join Brian as he shares his views, insights, and wisdom gained during his notable career. Brian will also discuss transparency, authenticity, and humility – attributes that contribute to the Summa Group's success.

Subscribe and listen on Spotify, Apple Podcast, or Google Podcast.

In Episode 1, Brian lays out the ground rules for understanding the mindset of a person experiencing a life-changing liquidity event, and how financial advisors can cater to this dynamic.

Some featured highlights in this episode include:

• Tips and insights, such as educating clients on the nuanced and complex business landscape, rather than focusing solely on confusing data as the centerpiece of client meetings.
• Personal stories and reflection, giving the listener a deeper understanding of why The Summa Group has become successful through its client advocacy approach.
• Importance of building a liquidity ecosystem that is supported by a reservoir of credible professionals and strong affiliations.
• Common mistakes made by financial advisors and the essential questions needed for better decision-making when guiding individuals through the myriad issues and challenges faced before, during, and after a liquidity event.

More to come:

Subscribe to access future episodes featuring topics on Sports Management, Team Structure, and more.