7 Podcast Episodes
128: The Patti Brennan Story – A Special Re-Broadcast of FS Investments’ Head-to-Head Podcast
128: The Patti Brennan Story – A Special Re-Broadcast of FS Investments’ Head-to-Head Podcast
Today’s episode is a special re-broadcast of FS Investments’ Head-to-Head Podcast, a podcast series that interviews the ... Read more
14 Jul 2023
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32mins
100: Special Re-Broadcast of Hartford Funds’ Human-Centric Investing Podcast – Make Financial Planning a Family Affair Featuring Patti Brennan
100: Special Re-Broadcast of Hartford Funds’ Human-Centric Investing Podcast – Make Financial Planning a Family Affair Featuring Patti Brennan
Patti was recently asked to be a guest on Hartford Funds’ Human – Centric Investing Podcast. Together, with hosts John ... Read more
17 Jun 2022
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23mins
091: Special Re-Broadcast of Michael Kitces Podcast – Financial Advisor Success Featuring Patti Brennan
091: Special Re-Broadcast of Michael Kitces Podcast – Financial Advisor Success Featuring Patti Brennan
Patti was recently asked to be a guest on Michael Kitces’ Podcast “Financial Advisor Success”. Michael is a brilliant t... Read more
25 Feb 2022
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1hr 24mins
Ep 268: Centralizing Departments To Systematize And Scale A $2B AUM Advisory Business with Patti Brennan
Ep 268: Centralizing Departments To Systematize And Scale A $2B AUM Advisory Business with Patti Brennan
Patti Brennan is the CEO of Key Financial, an independent RIA based out of the Greater Philadelphia area that oversees m... Read more
15 Feb 2022
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1hr 29mins
Key Financial's Patti Brennan on Emphasizing 'Skin in the Game'
Key Financial's Patti Brennan on Emphasizing 'Skin in the Game'
The top-ranked advisor says enabling all of her team to share in her firm's success has powered results.
6 Jul 2021
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31mins
Focus Your Power | Valerie Brown, Patti Brennan, & Debra Brennan Tagg
Focus Your Power | Valerie Brown, Patti Brennan, & Debra Brennan Tagg
Broadcast from W Forum, Advisor Group's annual conference that offers education and networking opportunities for all wom... Read more
12 Apr 2018
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54mins
DDH E001 - Patti Brennan
DDH E001 - Patti Brennan
Dr Patti Brennan is a bit of a legend when it comes to health informatics and nursing informatics. I had the pleasure of... Read more
19 Apr 2017
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50mins