What they do teach at Harvard Business School that's worth learning even after banking monetary success
Personally, I have accumulated sufficient assets, but ironically it took the famed business institution to give my career a deeper purpose
Savant Capital Management
RIA Serving Endowments/Foundations
Top Executive: Brent Brodeski, CEO
Allworth Financial
Mergers and Acquisition Firm, RIA Serving Other RIAs, Advisory Firm
Top Executive: Scott Hanson and Pat McClain
Evan Cooper
Scott: Great to read about your Crimson exploits. But I have a feeling you could have taught those B-School experts a thing or three about running a successful advisory business. You’re one of the few advisory leaders who truly understands marketing and developed a real specialty (serving utility workers and their retirement needs, not just “wealthy people,” the pseudo-niche carved out by most advisors). That you invested the time and money — and went out on a limb emotionally — to spend time at Harvard just proves that real leaders are never complacent or smug and continue to build on their successes.
Evan Cooper, Asset.tv, New York
