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Roger Gershman + Bradley Bruce Interview
Breakaway Briefing
About This Episode
Meet Bruce:
After a successful 30+ year career at Merrill Lynch, Brad launched mFORCE Capital in 2021 as an independent wealth management advisory firm. In mFORCE, he has found the freedom and flexibility to serve his clients as they truly deserve. Brad is driven by his passion to deliver effective and relevant solutions, and he leads the mFORCE team in creating a family office like environment for his clients.
He emphasizes Relationship and Client Experience in his approach to working with clients, which includes successful individuals, retirees, and multigenerational families.
Meet Roger:
Having spent twenty-five years himself as a financial advisor at Hambrecht & Quist, UBS PWM, and Credit Suisse, Mr. Gershman brings a unique perspective to the recruiting and consulting world of financial advisors. With this real-life experience, he now runs the family consulting firm his father founded 40 years ago who also was an advisor at Merrill Lynch for 25 years.
Now as CEO of The Gershman Group, his reputation is exceptional throughout the wealth management industry including many of today’s largest Barron’s and Forbes teams and is also highly regarded with leadership throughout Wall Street including large and small banks, boutiques and independents. Roger is widely published via Podcasts, private white papers, and quoted and published articles in Advisor Hub, BrokerChalk, Forbes and Barron’s amongst many others.
In today’s podcast, they discuss the shift in the industry toward independence.
