Ep129: Managing Multimillion-Dollar Portfolios

Will Rodriguez began his career in the wealth management field in 2012 while working for a large, multi-national firm. It was there that he developed his passion for financial planning. Will joined Briggs Wealth Management in 2019 and services our clients financial planning needs. Will graduated from the University of Hartford majoring in Finance and Economics. He obtained his MBA shortly thereafter. Will has experience in the financial planning area but also has experience in the real estate and mortgage fields as well. Will lives in Newington, CT with his wife and two daughters. When not working he enjoys spending time with family, traveling and reading. Will started his very first business at 12 detailing cars. Listen to this insightful RIA episode with Will Rodriguez about managing multimillion-dollar portfolios. Here is what to expect on this week’s show: - How scalability and streamlined processes is important for the growth of an RIA firm. - Why in-house tax return preparation can be beneficial for businesses. - How fiduciary duty means doing what’s right for the client and eliminating conflicts of interest. - Why it’s important to under-promise and overdeliver by going the extra mile for your clients - How cybersecurity is a top priority for Briggs Wealth Management. Connect with Will: Links Mentioned: https://www.briggswealthmgmt.com/