WHY DO FINANCIAL ADVISORS COME TO FAT-STACK.COM?
Whether you're ready now, or just curious about what other firms might be offering, Fat-Stack can help.
The business is changing, says Jonathan Burkan, a wealth advisor with UBS. It's not just stocks and bonds anymore, and that means advisors must do a better job of helping clients think about estate, tax and retirement planning -- not just about the market.
Is there a better model for retirement planning? Michael Falk, partner with Focus Consulting Group, explains why advisors should shift their focus from stockpiling assets to covering clients' expenses.
Brandon leads all Wealth Advisors at United Capital, a company focused on reaching beyond the money to help people make conscious decisions about their entire financial life. As one of the founding firms of United Capital, Brandon has helped transform the company from a crazy idea to one of the most innovative and progressive brands in the financial services world.
In his current role, Brandon has three main focuses: Wealth Advisor Relations where he serves as an advocate and liaison to the firm’s growing number of advisers; the firm’s MDA (Million Dollar Advisor) Program focused on accountability and coaching, and finally New Advisor Partnerships, where he helps adviser facilitate their transition and new partnership with United Capital.
A recognized champion and leader of Gen X and Y, Brandon frequently lends his unapologetic tone and enthusiasm to various industry forums, social media and other media outlets, such as The Wall Street Journal, SmartMoney, Financial Planning, and Investment News.
Brandon graduated with honors from Texas Tech University and holds a BS in Personal Financial Planning and is a Certified Financial Planner™ Practitioner. His wife, Shelby, keeps him focused, and their identical, mirror-image twin boys keep him on the move constantly.