Want to create an interactive transcript for this episode?
Podcast: Registered Investment Advisor Podcast
Episode: XML financial group shares their success secrets
Description: – The Insurance Marketing Organization Podcast with Seth Greene Episode 054 Brett BernsteinBrett Bernstein is the CEO and Co-founder of XML Financial Group. He serves as the firm’s head of financial planning and manages the operations of the firm, including the firm’s M&A strategy. Brett is an active financial advisor assisting clients with his holistic approach to goal-setting and problem-solving. Prior to co-founding XML in 2004, he was a Vice President and Senior Financial Advisor at Merrill Lynch, where he was designated Producing Sales Manager for a complex that managed over $5 billion in assets. Brett is a seri...