10x Advisor

We’re excited to be releasing the Brian Heckert Episode! Today: · Brian goes into how he built his business over the years as well as the importance of study groups that he's been in as a way to grow his business and meet other great people. He also talks a good bit about the idea of creating value for clients in a way that's unique and different. · Brian talks about something he calls the Apple strategy. The A is for active management, the P is for passive, the second P is for protective, and then the L and E are for legacy. Great conversation around that. · Brian talks about the process of acquiring other businesses, going back over 17 years. · Brian also talks about how he balanced being on the executive committee and growing his business. One of the key things that he talked about here was basically that he has been able to eliminate a lot of time that wasn't productive by using technology, so he's not doing as much face-to-face. The other thing is that he said you