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New Planner Podcast

Dec 11, 2020

Today we have two special guests joining the show from Cranbrook Wealth in Bloomfield Hills, Michigan: Casey Bear, CEO, and Logan Ross, Advisor. Casey and Logan work with three other colleagues to manage $800 million for 225 clients, and they are here to share their individual journeys in becoming important members of the Cranbrook team.

Listen as Casey discusses how he was hired into the firm as an advanced planning analyst with no experience—and then got promoted to CEO at just 31 years old. You'll also hear Logan open up about his first few years in the profession, including his challenges in finding a firm that he could grow with, why he chose to join Cranbrook, and how he gained the team's trust to become the lead advisor for 50 ultra-affluent clients by age 29.

You can find show notes and more information by clicking here: