091: Special Re-Broadcast of Michael Kitces Podcast – Financial Advisor Success Featuring Patti Brennan

Patti was recently asked to be a guest on Michael Kitces’ Podcast “Financial Advisor Success”.  Michael is a brilliant thought leader in the financial advisory industry and has devoted his career to improving best practices among advisors through his blog, his newsletters and his podcast.  Today’s episode of The Patti Brennan Show is a special re-broadcast of the Kitces’ episode in which Patti shares the story of Key Financial – the struggles and the successes through the years.  She describes how she has scaled the firm by centralizing her departments into a team structure, while at the same time creating systems that are unique in the industry.  She also shares her fears and vulnerabilities during crucial times, that ultimately resulted in the firm’s explosive growth.