Podcasting is a wonderful way to showcase the talents, insights, and creativity of the amazing people that populate our world. In that spirit, I'm thrilled to announce two special series of episodes that I'm launching this fall.

The first series of episodes is in partnership with CAIS, the leading alternative investment platform for financial advisors. To explain what we're doing, I asked industry star and CAIS CMO Abby Salameh to join me today to discuss this special series of 10 podcast episodes and how they can help you enhance the investment side of your practice. (Teaser: you can register for the Summit Abby mentions by clicking here: https://caismarketing.com/summit2022) 

The second series is something that I don't think has ever been done before in the financial advisory profession. So please listen to today's episode as I explain what these "adventurous" shows are about and how you might be able to be a guest on one of them.

I hope you enjoy these upcoming shows as much as I love doing them. Please spread the word about the podcast and rate it and write a review on your favorite social platform. Thank you!   

Today's guest is Brent Kessel. Brent is co-founder of Abacus Wealth Partners, which has more than 50 employees and more than $2 billion in assets under management. (Editor's note: as of the date of this repost, September 2022, Abacus has about $3.5 billion in assets under management.)

About ten years ago I was reading a Buddhist magazine and did a double-take when I saw an ad for a financial advisory firm on its back cover. Abacus Wealth has been on my radar ever since.

"I have been a student of different kinds of Eastern traditions, mostly yoga and mindfulness meditation, for over 25 years," Brent says. "As your listeners probably know, the abacus is a Chinese mathematical computational instrument. What I liked about that name is that it felt like it brought in Eastern tradition and history along with computational dexterity, just the ability to really think, figure things out precisely."

Brent's unique path through life and personal passions have had a big influence on how he runs his firm. We discussed how that confluence has helped to make Abacus stand out from the crowd while also offering its clients a mind-opening perspective on what the wealth they're building is really for.

For a detailed write up of his episode, visit: https://stevesanduski.com/brent-kessel/