Dec 16, 2022
In today's episode of the "The
Runway Decade Podcast," hosts Bill Bush and Pete Bush, advisors at
Horizon Financial Group are talking with Brett Harrison, the CEO of
Cetera Advisors. Brett began his career in Georgia with a
predecessor firm to Cetera, and he has had a very successful career
in financial services.
- 3.29: Brett started as a CPA out of College in
Georgia, in Atlanta. He learned quickly and he didn't like having
to be perfect all the time, nor be a historian because it was a
little bit restrictive for him as per his personality.
- 4.16: Being 56 at this point brings a lot of
different perspectives on the profession as well as relationships
and things like that, says Brett.
- 7.38: Brett probably had three or four mentors
in his business throughout the years and for whatever reason they
put their arm around him and took pride and helped him
- 9.46: Brett talks about his
50th birthday, how did he celebrate it? What
happened to him mentally or psychologically as he went over that
half century mark.
- 11.11: As per Brett 60 is the number that he
wanted to be well, in a way of providing benefits to this
world in a different way.
- 12.57: There are lots of different aspects of
being in your 50s and it does provide a lot of experience and a lot
of wisdom of how to help people and think through different kinds
of situations in life, says Pete.
- 14.07: Bill got a chance to see Brett speak in
front of a group not that long ago and the average age of advisor
was mid or late 50s. Brett talks about the challenges that brings
to the financial services industry in speaking to advisors in age
- 15.22: Brett is getting a lot of good
satisfaction with the ability to use his background and his
knowledge of all these years to help advisors think about things
they have never had to think about before.
- 20.52: In COVID we have tech advisors who
helped to create digital presence and be more favorably recognized
in Google searches because when everyone is remote and they see you
the first time, they Google you.
- 21.22: How you show up out in a digital
presence is a perfect example of some of the benefits that we have
been able to help advisors think about and implement their
businesses as a result of COVID, says Brett.
- 23.09: As per Pete, you have to be somewhat of
a chameleon in how you are dealing with the different personalities
and different situations that you have to run into and what they
think about shutting down or remote work or not remote work and all
- 24.52: Brett's first job was to help the one
person wash his horses after practice, squeeze them off with the
squeegee, put a big blanket on them, then you walk them around and
get them to cool down. It was his first paying job for about 2
bucks an hour.
- 31.05: The book, The Runway Decade", gets your
mind going on things that you may or may not be thinking about.
It's not too technical, but it'll have you start asking, all the
right kinds of questions as you prepare for your
Three Key Points
- Brett shares his journey and how his career
folded. He talks about his guiding force and who gave him good
advice along the way and encouraged him in some way?
- Somewhere down the line, Brett Harrison is
going to go off into some version of retirement. Brett shares his
thought on what does retirement means to him.
- Brett talks about his bucket list and what he
plans to while he still has his health.
- "I fell in love with the financial advice
profession about 26 years ago and I have spent the better part of
my career in those 26 years working at the company that I helped
and lead a division till today." – Brett
- "What I am really enjoying is helping advisors
think about what's the next step for their business and as an
executive leader with the firm that they are affiliated with can be
helpful in that." – Brett
- "After retirement, I want to give myself an
opportunity to let my brain kind of clear out and during that time,
I would like to formulate, how can I do things to feel like I'm
continuing to contribute but it won't be on anyone schedule with
mine." - Brett
- "We don't have to get together all the time but
when we do it's really valuable." – Pete
- "My first concert I ever went to was in the
eighth grade. It was called the Memorial Auditorium in Chattanooga;
TN and it was Molly Hatchet but for me best till now was few weeks
ago in Nashville." - Brett