Shownotes Transcript
In this episode of the iWealth Podcast, Brad Connors shares a behind-the-scenes look at how he describes what he does when someone randomly asks him on the street, “So, what do you do?” Rather than using the common title "financial advisor," Brad introduces a more meaningful term: fiduciary financial quarterback.
What exactly does that mean? Brad breaks it down with a relatable analogy—he views himself as the quarterback of your financial team, and you’re the owner. As the quarterback, Brad calls the plays, brings in the right specialists (like CPAs, attorneys, and insurance professionals), and helps you manage the many moving parts of your financial life. The goal isn’t just to invest money, but to coordinate every aspect of your financial strategy—from Social Security and long-term care to estate planning, taxes, and Roth conversions.
What sets Brad’s approach apart is his fiduciary responsibility. As he explains, being a fiduciary means he’s legally and ethically obligated to put your needs ahead of his own. This distinction is crucial in a world filled with advisors who may not always operate under that same standard. It’s why he’s proud to emphasize the "fiduciary" piece of his title when speaking with new people.
Brad and Matt also touch on how the term “financial advisor” can sometimes be too vague—or even turn people off. Everyone seems to know a financial advisor, and the phrase doesn’t always inspire trust or clarity. But when Brad uses “financial quarterback,” it sparks curiosity and conversation. People naturally ask, “What does that mean?”—which opens the door to a more engaging and educational discussion.
Brad points out that many people assume working with a financial advisor is just about picking stocks or managing an IRA. But as a fiduciary financial quarterback, he helps clients develop holistic, long-term strategies aligned with what really matters to them—their goals, their families, and their futures.
He wraps up by sharing the firm’s mission: “Your dreams become our goals.” That simple phrase reflects iWealth’s client-first philosophy. It’s not about selling products. It’s about crafting a personalized financial playbook to help people move toward a life of freedom, purpose, and clarity—on their own terms.
Whether you're curious about financial planning, or just looking for the right person to help navigate your financial future, this episode gives a great introduction to what it means to have a trusted quarterback on your team.