Host Brian Rosenbaum, CFP®, President and CEO of Vero Advisory, spent his twenties studying neuroscience before pivoting to finance. Twenty-five years later, that unconventional path still shapes how he works: listen first, ask better questions, understand the full picture, and help clients make better decisions. Each conversation brings in the perspectives owners need to hear, from inside the firm and outside the industry.

Every episode works through questions owners often face: Am I on track? Should I make this move? What if things don’t go as planned? How do I make this happen? What am I missing? 

The bigger the decisions get, the more important it becomes to see the whole picture. This show helps you do exactly that.