Patti Brennan

7 Podcast Episodes

128: The Patti Brennan Story – A Special Re-Broadcast of FS Investments’ Head-to-Head Podcast

128: The Patti Brennan Story – A Special Re-Broadcast of FS Investments’ Head-to-Head Podcast

Today’s episode is a special re-broadcast of FS Investments’ Head-to-Head Podcast, a podcast series that interviews the ... Read more

14 Jul 2023

32mins

100: Special Re-Broadcast of Hartford Funds’ Human-Centric Investing Podcast – Make Financial Planning a Family Affair Featuring Patti Brennan

100: Special Re-Broadcast of Hartford Funds’ Human-Centric Investing Podcast – Make Financial Planning a Family Affair Featuring Patti Brennan

Patti was recently asked to be a guest on Hartford Funds’ Human – Centric Investing Podcast.  Together, with hosts John ... Read more

17 Jun 2022

23mins

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091: Special Re-Broadcast of Michael Kitces Podcast – Financial Advisor Success Featuring Patti Brennan

091: Special Re-Broadcast of Michael Kitces Podcast – Financial Advisor Success Featuring Patti Brennan

Patti was recently asked to be a guest on Michael Kitces’ Podcast “Financial Advisor Success”.  Michael is a brilliant t... Read more

25 Feb 2022

1hr 24mins

Ep 268: Centralizing Departments To Systematize And Scale A $2B AUM Advisory Business with Patti Brennan

Ep 268: Centralizing Departments To Systematize And Scale A $2B AUM Advisory Business with Patti Brennan

Patti Brennan is the CEO of Key Financial, an independent RIA based out of the Greater Philadelphia area that oversees m... Read more

15 Feb 2022

1hr 29mins

Most Popular

Key Financial's Patti Brennan on Emphasizing 'Skin in the Game'

Key Financial's Patti Brennan on Emphasizing 'Skin in the Game'

The top-ranked advisor says enabling all of her team to share in her firm's success has powered results.

6 Jul 2021

31mins

Focus Your Power | Valerie Brown, Patti Brennan, & Debra Brennan Tagg

Focus Your Power | Valerie Brown, Patti Brennan, & Debra Brennan Tagg

Broadcast from W Forum, Advisor Group's annual conference that offers education and networking opportunities for all wom... Read more

12 Apr 2018

54mins

DDH E001 - Patti Brennan

DDH E001 - Patti Brennan

Dr Patti Brennan is a bit of a legend when it comes to health informatics and nursing informatics. I had the pleasure of... Read more

19 Apr 2017

50mins

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