Podcast appearances and mentions of brett bernstein

Curious about the shift toward creating financial legacies that impact families in real-time? Join us for a transformative conversation with Brett Bernstein, CEO and co-founder of XML Financial Group, as we explore his journey from a major financial institution to starting his own independent firm. Brett opens up about the challenges and triumphs he faced when leaving Merrill Lynch, emphasizing the importance of client trust and education in building a successful business. We uncover the evolution of client interactions over the last two decades, noting an inspiring trend towards meaningful financial legacies that support loved ones during their lifetime. As we continue, we explore the changing dynamics of the workforce and how different generations are reshaping the industry. I share personal insights into the gratifying journey of entrepreneurship, highlighting the growth of clients and team members alike. The episode reveals the importance of cultivating a team-oriented culture that fosters personal and professional growth, instead of centering around individual leaders. We also discuss the promising future of wealth management, as the retirement of seasoned advisors opens doors for succession planning and new talent to shine.  Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:10 - Introducing Brett Bernstein, CEO and Co-founder of XML Financial Group 00:01:00 - Brett Bernstein's Transition from Merrill Lynch to Independent Wealth Management 00:03:30 - Challenges and Successes in Establishing XML Financial Group 00:05:15 - The Importance of Client Trust and Education in Independent Financial Firms 00:07:00 - Evolution of Client Interactions and the Growing Significance of Philanthropy 00:09:48 - Building a Legacy Through Hard Work: Workforce Dynamics and Entrepreneurial Gratification 00:12:00 - Creating a Team-Oriented Culture and Emphasizing Succession Planning 00:14:30 - The Fulfillment of Nurturing Talent and Watching Client Success 00:17:00 - Strategic Growth and Mergers in the Wealth Management Industry 00:19:30 - Identifying and Mentoring Talent within XML Financial Group 00:22:00 - Reflecting on Personal and Professional Legacy Goals 00:24:30 - Exciting Prospects for Growth and Innovation in Wealth Management 00:26:30 - Conclusion and Final Thoughts from Brett Bernstein 00:27:45 - Closing Remarks   Check out XML Financial Group here: https://www.xmlfg.com/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he's building an enterprise.

Episode 031: The future of wealth management is about a strategic balance between people, technology, compliance, and marketing. Investing in skilled professionals, robust tech platforms, stringent compliance measures, and effective marketing strategies will be crucial to capture new opportunities and attract the attention and loyalty of the next generation of clients. In this episode of The Connected Advisor, Kyle talks with Brett Bernstein, CEO & Co-Founder at XML Financial Group. Brett is an active financial advisor assisting clients with his holistic approach to goal-setting and problem-solving. He manages the operations of the firm, including its M&A strategy. His experiences working at Merrill Lynch, LPL, and as an RIA gave him a comprehensive understanding of the industry from different angles. Brett is also involved in various nonprofit organizations, including So What Else, a grassroots charity that supports at-risk youth. Brett talks with Kyle about the importance of technology and innovation in wealth management and the need for firms to invest in people, compliance, and marketing. Brett shares his insights on the industry's future, including the consolidation trends and the shift toward growth. He also emphasizes the value that financial advisors bring to clients and the need for firms to adapt to the preferences of younger generations.  Join us as we discuss:  [03:04] - The money moment that led Brett to financial services. [05:14] - The analogy between a doctor and a financial advisor. [06:40] - The greatest attribution to XML's growth. [09:15] - How Brett allocates capital to turbocharge XML's growth. [12:05] - Technology investment vs headcount investment in scaling businesses. [14:25] - The value of hiring a Chief Technology Officer (CTO). [18:30] - Brett's thoughts on the future of financial services. [23:49] - The need for specialization in M&A planning. [26:13] - What it takes to build an M&A specialization. [29:40] - Brett's involvement with So What Else. [32:32] - One place Brett would love to travel. [33:15] - The best pitch Brett has ever heard from a kid's Shark Tank competition. Key Takeaways Wealth management firms need to invest in technology and innovation to meet the expectations of younger clients. Mergers and acquisitions will continue to be prevalent in the industry, driven by the aging advisor population and the need for succession planning. The future of the wealth management industry will require firms to invest in people, technology, compliance, and marketing to stay competitive and capture new opportunities. Quotes "Other people want to turbocharge their growth but don't have the entrepreneurial spirit, the backing, or the desire to do it on their own. So if they can plug into something already set up, having the technology stack, the marketing stack, and the operational team, they get to where they want to get faster." ~ Brett Bernstein "It's okay to say, 'That's not something I focus on. Let me bring in someone else who does.' I think people have to have a little humility and get over their egos and say, 'What's right for my firm so I don't put my firm at risk? What's right for the client so the client has the best experience?" ~ Brett Bernstein Links  Brett Bernstein on LinkedIn XML Financial Group So What Else Maryland Smith Merrill Lynch LPL Financial Focus Financial Partners eMoney Advisor John Bogle Vanguard Fidelity Investments Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Google Podcasts Promos Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Brett Bernstein, CEO and co-founder of XML Financial Group describes the team's client-centric approach, the ways that they keep their employees feeling valued, and the secret to their growth since breaking away from Merrill Lynch and launching as an independent RIA. He emphasizes the importance of tailored solutions that foster lasting relationships and help clients achieve their goals.

121 - In this highly informational episode, our host Vira Sadlak chats with Brett Bernstein, the founder & CEO of Gatsby,  to talk about influencer marketing, ambassador programs, and how this relates to Email/SMS marketing. With Black Friday Cyber Monday season just around the corner, Brett explains how this technology can make your approach to the holiday season even smarter.Check additional resources here!  Did you enjoy this episode? If so, please leave a short review.Connect with us!⭐ Instagram ⭐ YouTube ⭐ Facebook ⭐ LinkedIn ⭐ Twitter⭐ TikTok

– The Insurance Marketing Organization Podcast with Seth Greene Episode 054 Brett Bernstein Brett 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 serial entrepreneur actively investing in many start-up companies and has led his firm in acquiring two local wealth management firms. This entrepreneurial spirit has led Brett to be active at the Dingman Center for Entrepreneurship at the University of Maryland's Robert H. Smith School of Business as an Advisor and Subject Matter Expert. Additionally, Brett volunteers his time to the Bullis School's entrepreneurial program, sponsoring the Capstone Entrepreneurial Shark Tank competition.   Listen to this insightful RIA episode with Brett Bernstein about XML Financial Group. Here is what to expect on this week's show: - Brett's role as the CEO and Co-Founder of XML Financial, and how his group operates. - His start in finance, how he worked his way up in the business and why he decided to become and entrepreneur. - How his firm has grown and the exponential growth strategies behind this.   Connect with Brett: Guest Links: Website- https://www.xmlfg.com/team/brett-shane-bernstein-cfp LinkedIn- https://www.linkedin.com/in/brettshanebernstein/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode, my guest is Brett Bernstein the CEO and Co-Founder from Gatsby, a Shopify influencer app.They help ecommerce marketers to scale their micro influencer and ambassador programs directly inside Klaviyo, Gorgias, Yotpo, Omnisend, and more.This is an excellent conversation with tons of learnings on how to scale influencers and brand ambassadors with your Shopify-powered store.Get today's Shopify ecommerce podcast show notes, full transcripts, actionable DTC marketing strategies, and tips to fast-track the growth and profitability of your Shopify ecommerce business.LEARN MORE and grow your Shopify store at eCommerceFastlane.com and eCommerceFastlanePodcast.com See acast.com/privacy for privacy and opt-out information.

My guest today is Brett Bernstein the CEO and Founder of Gatsby. They make micro-influencer marketing easier than ever by automatically connecting influencer data seamlessly with your existing marketing stack including Shopify, Klaviyo, Attentive, Gorgias, Justuno, Privy, Omnisend, and more.You can run influencer campaigns with the tools you already have. Gatsby adds the influencer insights and collaboration tracking to marketing automation tools you already have, so you can get more done!What You Will Learn TodayWhy you should gather Instagram insights from your customers and potential customers.Why you should consider working with micro-influencers over traditional influencers.The benefits of starting now to get your customer and potential customers Instagram handle.How to turn your Klaviyo account into an influencer marketing platform.Links And Resources MentionedGatsbyGatsby Shopify AppGatsby Tech PartnersGatsby Success Case Studies20% off the Gatsby Basics, Business or Plus Plans for your first year - Thanks Brett!KlaviyoOmnisendGorgiasAttentiveThis episode is brought to you by Attentive, the most comprehensive text message marketing solution for modern Shopify brands. See acast.com/privacy for privacy and opt-out information.

Brett Bernstein, founder and CEO of Gatsby, https://www.gatsby.ai/, joins us to talk about the importance of turning customers into micro-influencers. What is that you may ask? "A micro influencer is someone who is authentic, already a customer, and isn't necessarily raising their hand to become one. " The conversion rate on these types of individuals is significantly higher than the more famous individuals out there. The software his team has built through customer feedback has become one of the integral ways to grow your influencer base through integrating with Klaviyo. The current solution of managing your micro-influencers requires multiple softwares to manage, let alone reach out and nurture them. With Gatsby it is not only easy to manage, but prioritizing, ranking, and reaching out becomes almost effortless. Combine this with its integration with Klaviyo and you'll be growing your micro influencer base quickly and efficiently. Follow us on social at: Twitter - @klaviyogrowthInstagram - @klaviyogrowthFacebook - @klaviyogrowthYouTube - Klaviyo Successor reach out to us at growthsocial@klaviyo.com

Influencer marketing can be extremely powerful for D2C companies. Forbes Magazine mentioned that content coming from an influencer could impact millennial's buying decisions up to 33x more as opposed to content coming from the brand itself. My guest today, Brett Bernstein, CEO and founder of Gatsby.ai, a SaaS company linking brands and influencers, will share his best tips for influencer marketing with us today. Here's the link to download the guide : https://bit.ly/2CoMkvI Happy listening!

On this podcast, we talk about behind the scenes and analytics of Gatsby, influencer marketing, assessing your customers, and so much more! Brett Bernstein’s LinkedIn: https://www.linkedin.com/in/bhbern Gatsby website: https://www.gatsby.ai/ Honest Ecommerce is a weekly podcast, community & educational resource providing online store owners with honest, actionable advice to increase their sales and grow their business. If you like our podcast, consider subscribing & joining our FREE Facebook group http://honestecommerce.co/

Everyone talks about how great influencer marketing is. But it's hard and time-consuming to implement. And you're already super busy. What if there was a way to just automate the entire process from start to finish? Inside today's episode with Brett Bernstein from Gatsby learn... How to reach out to influencers who are interested in your brand on autopilot The best offers to make to influencers to get them to promote your products (without paying them) And much, much more! Listen now. Links: Wavebreak - Fully managed email marketing for Shopify stores Gatsby on the Shopify App Store Gatsby Website Listen on iTunes Get new episodes via email Learn more about Wavebreak ATTN: Shopify Plus Store Owners Email marketing is hard. If you want to take email marketing off your plate and turn it into a top revenue driver for your store, click here to apply for a free consultation. At Wavebreak, we help Shopify Plus stores stop leaking revenue with done-for-you email marketing. We're currently booking clients for January 2019. Don't wait around because these spots will fill up by the end of 2018. Apply for your free consultation now to reserve your spot.

Brett Bernstein, co-founder, and CEO at Gatsby (gatsby.ai) delivers an informative overview of the current state of consumer marketing and promotions. From healthy foods vending machines to healthcare, Bernstein's background and knowledge in business are as diverse as it is deep. He has spent his career launching products and businesses that cut to the heart of the consumer/brand experience. And Bernstein's interest in influencer marketing and promotions fueled his desire to launch Gatsby. Bernstein and his team are focused on bringing real solutions to online brands to help businesses engage in social media in a more authentic and interesting way, to assist them with the creation of promotions that are elegant and intriguing, that bring more traffic— and conversions. Bernstein recounts how he came to the realization that there was a hole in the market, especially regarding e-commerce. For as every brand is social, and nearly every buyer has a social media presence, Bernstein observed that businesses were wasting time and resources by not fully putting their efforts toward the activation of the brand's consumers and customers who are already engaged. By connecting businesses with real social customers and offering a powerful toolbox to custom-brand outgoing promotions that are subtle, but get results, Gatsby is reinventing the way we do business. Gatsby provides online innovation that can help leverage existing customers and interested parties to open up more opportunity. As Bernstein states, through their innovation and automation, Gatsby-backed promotions yield higher quality results. Bernstein acknowledges that Gatsby gathers information and works with Twitter, Facebook, and Instagram, but it is Instagram that they find most intriguing, as 80% of their registrations and interested parties are activating via Instagram. The days are gone in which consumers look to traditional advertising to influence their buyer behavior. As most consumers are now hooked into technology at a higher level, they are observing and monitoring brands in multiple ways through a wide swath of avenues, thus contemporary brands must be authentic, and businesses have to bring their A-game. Consumers want brands that are unique, have a story to tell, and they crave human connection. Thus they prefer brands that people are talking about, that their friends and social media influencers value. The branding and promotions expert provides an overview of the few easy steps that any business, big or small, can take to get plugged in immediately to the Gatsby platform and begin driving their sales and conversions to a higher level. And he gives a detailed description of the various tools and methods that users can choose to tailor their Gatsby performance and experience to their unique needs. 

While we know there is no entrepreneurship gene, Brett Bernstein showed early signs of having an entrepreneurial mindset. At 10 years old he identified an opportunity that allowed him to earn $3,000 in a single weekend! Listen to learn the top 5 skills kids must learn to be entrepreneurial. Wait until you hear his story! Enjoy, Tameka

Welcome to Episode 15. On today’s episode, I sat down and had a chat with Brett Bernstein the co-founder of Gatsby. He discusses the small change you can make on your site to increase conversions and streamline your micro-influencer strategy. Most brands or Shopify store owners, don’t know the personas or individuals buying their products online. They also don’t know which of those customers ARE being social...and even if they did know, there hasn’t been a mechanism to scalably reach out to or activate that influence, until now with the Gatsby App. Brett and his team have built this platform to solve these problems, with the end goal of helping you run influencer campaigns with your true customers, which has been defined on this show as authentic marketing. See acast.com/privacy for privacy and opt-out information.

Today we are spotlighting Brett Bernstein of Gatsby. Gatsby is built by a lean team rethinking how brands discount, promote, and work together with their customers. This episode is powered by BetaList.com, where you can discover tomorrow's startups today and Make in LA, empowering you and your business by making hardware not hard. Connect with us at wearelatech.com/podcast and tweet @WeAreLATech and @EspreeDevora. What is Your Ask From the Community? Give Gatsby a shot.