Perfect Clients: The Financial Advisor Who Built a Practice Around Giving

Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy.

In this episode, Frank LaRosa talks with Michael Brady, founder of Generosity Wealth Management and a longtime coaching client, about building a financial advisory practice entirely around philanthropy. Michael explains what he means when he says he has perfect clients and breaks down how making charity a requirement for his advisors has shaped his entire business.