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Brandon Moss

A creative innovator and collaborator, Brandon Moss has had a front-row seat to the digital advice revolution, helping build one of the most innovative national RIAs on the planet. He’s acquired a 360* view of the RIA landscape, from being an advisor and running his own firm to designing and integrating some of the most innovative tools in the industry. He has lead, trained, coached, onboarded, integrated, transitioned, (you name it) over 100 RIA firms/wealth management teams. Additionally, he's evaluated, prospected, pitched (again...you name it) countless other firms. Consequently, he's an exceptional listener and comfortable in many different conversations! Occasionally, he's asked to opine on varying topics, typically Gen X+Y, innovation, client experience and technology. Beyond those topics, he's typically “winging it”. Brandon graduated from Texas Tech University's globally recognized personal financial planning program, then made it through some Executive Education at UC Berkeley's Haas School of Business. He’s also perpetually in online classes trying to figure out something new. Brandon resides in the Dallas/Ft. Worth area with his wife, Shelby, and his identical, mirror-image twin boys, Will and Reese. When he's not with them, he's probably in his garage tinkering, building, or buying way too much golf equipment.

Recent Posts

What Do Financial Planners and Personal Trainers Have in Common?

What Do Financial Planners and Personal Trainers Have in Common?

 

7.5 MIN READ 

When it comes to...

June 18, 2018/by Brandon Moss
The Sequence of Return Risk and the Bull Market: A Must-Have Conversation

The Sequence of Return Risk and the Bull Market: A Must-Have Conversation

9 MIN READ 

“Sequence of return...

June 11, 2018/by Brandon Moss
What Financial Advisors Can Learn from the Music Industry

What Financial Advisors Can Learn from the Music Industry

 

9 MIN READ 

Not long ago, many...

May 07, 2018/by Brandon Moss
Inverted Value: Focusing on Financial Life Management

Inverted Value: Focusing on Financial Life Management

*Estimated reading time: 6 1/2...

March 12, 2018/by Brandon Moss
Questions to Ask Before Integrating Investment Management into Your Planning Firm

Questions to Ask Before Integrating Investment Management into Your Planning Firm

*Estimated Reading Time: 7 Minutes

...

February 19, 2018/by Brandon Moss
Bitcoin: 6 Steps to Having “The Next Big Thing” Conversation with Clients

Bitcoin: 6 Steps to Having “The Next Big Thing” Conversation with Clients

There’s always something.  The next...

January 08, 2018/by Brandon Moss
AUM in a Fee-Only World

AUM in a Fee-Only World

 

Since landing in my new role at...

November 27, 2017/by Brandon Moss

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