In this episode of Fast Forward STL, host Keith Alper sits down with Adam Birenbaum, chief executive officer of Focus Partners Wealth. Adam shares his intern-to-CEO story at the St. Louis-based wealth management firm, explains why comprehensive financial planning beats old-school brokerages, and weighs in on AI’s role in the industry. The conversation shifts to civics, where Adam makes a passionate case for merging the city and county as the region’s make-or-break issue. Watch on YouTube, and listen on Apple Podcasts, Spotify, or your favorite podcast platform. Love the show? Be sure to follow or subscribe.
“ I think those legacy advisors that believe that simply providing an investment solution to their clients are kind of living in the dark ages and they’re not seeing where things are moving. I think St. Louis is a place that is actually on the forefront of this evolution and this change.” —AB
This episode is sponsored by Royal Banks of Missouri and supported by Cardinals Nation. Discover how your business can reach new heights with treasury management services from Royal Banks of Missouri! Their local specialists offer customized banking solutions designed to maximize efficiency, streamline operations, reduce fraud risk, and set your business up for success. Learn more.
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