"It's all about empowering people with the right financial tools before they have wealth."
Russell talks about his uncommon approach for growth, advising clients, and with a large Silicon Valley client base, he also discusses the impact of fintech and what still needs to improve.
"It's all about empowering people with the right financial tools before they have wealth."
Sitting across the table from Russell, his demeanor is calm and dialed in. He’s the type of person that doesn’t really speak unless he has a point to deliver. And then he stands by it. I wanted to learn more about his personal experience and the intrinsic motivation that fueled his success as a young advisor.
Russell’s story starts with his upbringing in rural Virginia and the intuition that led him to San Francisco. His tight-knit local community supported him and allowed him to gain experience and grow early in his career. Now in a technology-obsessed city, he builds trust through open, transparent conversations with his clients. He is able to stand out by leveraging tech in combination with client communication to move fast and better serve his client base.
In fact, he doesn’t use marketing— let that sink in. No marketing efforts, all word-of-mouth. And it works...really well. Growing a business solely through referrals can only mean one thing, exceptional service.
