In this episode, we are joined by Brad Gotto, the owner of Fiat Wealth Management, a reputable fiduciary and holistic financial planning firm with a special focus on tax planning based in Wayzata, Minnesota. With his unwavering commitment to mentorship, education and guidance, Brad empowers advisors to take their careers to the next level through his meticulous, deliberate high-touch, high-education approach. 

Notably, Brad’s expertise extends beyond his role as a business owner and financial planner. As a financial speaker, trainer and mentor, he is responsible for delivering exceptional content to fellow advisors, focusing on the key elements required to expand their business and establish a strong professional foundation. By sharing his insights and strategies, Brad empowers advisors to effectively educate their clients, enabling them to make informed decisions with confidence. 

In this episode, you’ll learn about: 

• How to excel as a business owner and a financial advisor
  
• Investing time away from day-to-day operations to enhance and grow your business
  
• Practical insights that have an impact on effectively managing your business
  
• Harnessing the power of intentionality to shape and cultivate a strong organizational culture
  
• And much more!
  

Resources:

• The E-Myth by Michael Gerber
  
• Who Not How by Dan Sullivan
  
• The StorySelling Method by Philipp Humm
  

Connect with Brad:

• Whiteglove: Brad Gotto
  
• Fiat Wealth Management 
  

White Glove’s Host University 2023:

• Early Bird Special
  

About our Guest: 

Brad Gotto is the Owner of Fiat Wealth Management, a fiduciary, fee only financial planning firm located in Wayzata, Minnesota. They are a holistic firm with a special focus on tax planning. People always ask about the name. Why Fiat…? In economic textbooks, the term ‘fiat currency’ is loosely defined as ‘faith-based currency.’ The U.S. dollar is today a fiat currency, meaning that it has no physical backing, such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. Trust is the bedrock of the work at Fiat Wealth Management.

Brad is also a national financial speaker, trainer, and mentor, who is responsible for delivering high-quality content to financial advisors regarding the elements required to expand business opportunities on a virtual level. He also provides mentorship to financial advisors to create educational content to present to prospective and current clientele. To learn more about Brad visit fiatwm.com.