
Building a National Brand: Stratos Private Wealth's Jeff Brown
RIA+
• 40 min
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<p>Just several months after a re-launch and re-brand of his San Diego-based wealth management business, Jeff Brown has his sights set on one very specific goal: Building a one-of-a kind national firm that provides financial planning, investment management and life coaching services for high-net-worth and ultra-high-net-worth individuals and families. <br/><br/>Jeff sat down with Emigrant Partner's Mark Bruno to share his vision and his plan for continuing to accelerate the growth of his firm, Stratos Private Wealth, which is a division of Stratos Wealth Partners, one of Emigrant's Partner Firms. In this episode, Jeff specifically discusses his approach to delivering a truly differentiated client experience - as well as his strategy for growing of Stratos Private Wealth through a mix of creative marketing and recruiting approaches. </p>