News, Vision & Voice for the Advisory Community


What they do teach at Harvard Business School that's worth learning even after banking monetary success

Personally, I have accumulated sufficient assets, but ironically it took the famed business institution to give my career a deeper purpose

Author Guest Columnist Scott Hanson April 3, 2014 at 6:19 AM
1 Comment
no description available
Scott Hanson: I felt a little intimidated ... [at first] as a state school grad I didn't feel like I could cut out on anything.

Brent Brodeski


Scott Hanson

Evan Cooper

Evan Cooper

April 4, 2014 — 1:15 PM

Scott: Great to read about your Crimson exploits. But I have a feeling you could have taught those B-School experts a thing or three about running a successful advisory business. You’re one of the few advisory leaders who truly understands marketing and developed a real specialty (serving utility workers and their retirement needs, not just “wealthy people,” the pseudo-niche carved out by most advisors). That you invested the time and money — and went out on a limb emotionally — to spend time at Harvard just proves that real leaders are never complacent or smug and continue to build on their successes.
Evan Cooper, Asset.tv, New York

Related Moves

October 13, 2023 at 2:06 AM

Seven 'RIA' chief executives are stepping aside for CEO 'operators' as PE backers get 'trigger' happy in adverse market; here are their stories

Whether it's Edelman Financial Engines, SMArtX, Allworth or InvestCloud, the re-CEO-ing process follows a fat 2020 capital raise and thinner results in stormy financial markets.

September 7, 2023 at 9:46 PM

Mentioned in this article:

Savant Capital Management
RIA Serving Endowments/Foundations
Top Executive: Brent Brodeski, CEO

Allworth Financial
Mergers and Acquisition Firm, RIA Serving Other RIAs, Advisory Firm
Top Executive: Scott Hanson and Pat McClain

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings

Common Tags

Recent Articles

Popular Writers

RIABiz logo


About Us




RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.