Shownotes Transcript
In this episode of the iWealth Podcast, Brad Connors introduces an innovative and highly personalized offering called the Family Guided Office—a concierge-style network of trusted professionals curated over the past 15 years to help entrepreneurial families and high-capacity individuals navigate life's unique challenges.
It all started when Matt got a call from a friend looking to bring on a C-level team member. Not knowing where to turn, Matt immediately thought of Brad—because iWealth isn’t just about traditional financial advising. Brad shares how he and his team have built a Rolodex-style network that extends far beyond investments and retirement planning.
This Family Guided Office isn’t a formalized, high-overhead family office model reserved for ultra-high-net-worth families with $150 million+ in assets. Instead, it serves as a flexible, guided advisory framework for people who need more than financial advice—they need trusted "whos."
So, what does that look like? Brad explains how iWealth sits at the center of the wheel, and each spoke represents a vetted professional resource—handpicked for their excellence in their field and their ability to serve iWealth clients with integrity. From legal experts and tax consultants to business hiring firms, executive coaches, travel agents, cybersecurity specialists, and even private aviation companies—this curated team provides value at every stage of life and business.
The goal? Simplify decision-making and solve complex problems faster.
Brad shares specific examples, like the business owner who didn’t know how to offer phantom equity to his leadership team, or the client stranded in California during COVID who needed a private jet arranged in 24 hours. In each case, iWealth was able to quickly connect them with a trusted resource, saving time, money, and stress.
What makes this model so powerful is freedom of choice. iWealth never takes a revenue share or commission from these referrals—it’s not a sales tactic, it’s a service enhancement. Clients get access to three curated options for any given need, allowing them to interview and choose who’s the best fit for their situation. Or, they can go another route. Either way, they’re not left Googling in the dark or navigating unfamiliar industries on their own.
Matt points out how powerful it is to have someone in your corner who’s been there, done that, and knows the best people in the room. Brad agrees: whether it’s private travel, leadership hiring, estate law, or just someone to handle a tricky tax issue, the right connection can change everything.
This episode is a reminder that financial advising isn’t just about dollars and cents—it’s about orchestrating the right team around your life. And for Brad and the iWealth team, success means giving clients a shortcut to confidence, clarity, and action.
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