Between Now And Success

Guest: Benjamin Brandt, a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast. In a Nutshell: Many advisors think about tech and marketing in terms of "more": more reach, more productivity, more clients, more AUM. But lately I've been asking myself and my coaching clients: Isn't part of the promise of our all-digital, AI-driven future supposed to be "less" time grinding away at the office and "more" time living your life? That depends on what kind of service you want to deliver, what size firm you want, and how you want to spend your time. Some RIA CEOs are going to pump productivity gains right back into the business and keep trying to "add a zero." Others, like my guest today, are going to be very intentional about maintaining both high-touch service for a specific niche of clients and healthy work-life balanc