Connecting the retirement business to wealth management, with Jonathan Freeman and Brian McCarver
In just nine years, Jonathan Freeman and Brian McCarver built Stonebridge Financial Group in central Pennsylvania to $1.3 billion in assets — largely through their retirement plan business. We split this interview into two parts. In the first episode the two described how team management is the bedrock of their business, how they’ve leveraged centers of influence (COIs) and why spending resources on marketing helps fuel organic growth. Now let’s hear how they built a corporate retirement plan business, and how its helped expand the roster of the firm’s wealth management clients. They’ll also speak about why they created an advisory board, and how having one helped shape their practice. For more, visit PracticeLab.