One Capital managing director and partner Brad Barrett talked to Michael Kitces on the Financial Advisor Success podcast: Scaling To $5B By Going Narrow And Deep Across Multiple Business Segments At Once, With Brad Barrett. 

Financial Advisor Success is one of the most popular podcasts for financial advisors. Michael Kitces is a well-respected financial planning expert who serves as the “chief financial planning nerd” at Kitces.com where he also shares his expertise on Nerd’s Eye View, a blog devoted to financial planning. 

On the podcast, Kitces interviews leading advisors, sharing stories and insights about how the top advisory firms are built and run. Brad Barrett was a guest on episode #344: Scaling To $5B By Going Narrow And Deep Across Multiple Business Segments At Once. 

Brad talked about how One Capital got its start and how the firm works to support advisors and serve a wide range of clients, including first responders, professional athletes, family offices, and cross-border clients.

He also shared tips for advisors who are just starting out and how he defines success. "I always say on our show and to my clients, money buys time. That's it. It's a tool for buying freedom and time. And that's how I personally define success," Brad said. 

Listen to the podcast or read the transcript.

Discussions between OCM advisors and subject matter specialists, who are not affiliated with One Capital Management, do not necessarily reflect the views of One Capital Management. The views expressed by the specialists are their own. The information provided is for educational purposes only and does not constitute, or intend to be, investment, legal, accounting, estate planning, or tax advice. The opinions expressed should not be considered as recommendations of an investment strategy. Information and opinions are subject to change without notice. Investment decisions should be made after careful consideration with a qualified professional of individual risk tolerance, investment goals, and overall financial situation. This should not be considered as a solicitation to buy or an offer to sell securities. Investing involves risk. Principal loss is possible. Past performance does not guarantee future results. Advisory services offered through One Capital Management, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission.