In this episode of the Big Hitters podcast, Andrew Hathaway interviews Brandon Bauer, a partner at Voisard Asset Management Group. Brandon shares his unconventional journey into wealth management, discussing the growth of his firm, the importance of time freedom, and how he leverages AI to enhance client interactions. He emphasizes the significance of purpose and values in business, aiming to help clients lead fulfilling lives while maintaining integrity in financial practices.

Takeaways:

• Brandon's journey to wealth management was unconventional and filled with twists.

• He emphasizes the importance of betting on oneself in business.

• The firm focuses on helping clients build their legacy and manage their wealth effectively.

• Time freedom is a priority for Brandon, balancing work and family life.

• AI tools like Calendly and Zox are used to streamline operations and enhance client interactions.

• Brandon believes in maintaining a high touchpoint with clients while using technology.

• The firm aims to provide after-tax, after-fee returns for clients.

• Integrity and reputation are key values in Brandon's business philosophy.

• Brandon stresses the importance of adding value to clients' lives over mere profit.

• He encourages open conversations with potential clients, regardless of their financial status.

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