Building Trust And Stewarding Clients’ Financial Affairs With Patti Brennan Start Local podcast

Building Trust and Stewarding Clients’ Financial Affairs with Patti Brennan

11d ago 52:37

Content provided by Joe Casabona and Liam Dempsey, Joe Casabona, Erik Gudmundson, and Liam Dempsey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Casabona and Liam Dempsey, Joe Casabona, Erik Gudmundson, and Liam Dempsey or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In times of uncertainty, the desire for financial security is universal. In this wide-ranging conversation, we talk with Patti Brennan, founder and CEO of Key Financial, a wealth management firm based in West Chester, Pennsylvania. Patti shares practical ideas for navigating turbulent markets. We explore her unique career path from ICU nurse to nationally recognized financial advisor. We dig into her people-first leadership style, and the values that shape her firm – now managing $2.5 billion in assets. We also dive into her new book, Am I Going to Be Okay?.

OUR PARTNER

Southern Chester County Chamber of Commerce

LINKS

Key Financial

Website: keyfinancialinc.com
Facebook: facebook.com/KeyFinancialInc
LinkedIn: linkedin.com/company/key-financial-inc
Patti Brennan on LinkedIn: linkedin.com/in/keyfinancialinc
Patti’s Book: Am I Going to Be Okay?

Chester County Economic Development Council (CCEDC)

Additional Links

Transcript

The transcript will be posted on our website as soon as it is available.

72 episodes