Building a Strong Financial Legacy: Insights into Multi-Generational Wealth Management

Brian Cooke is a Wealth Advisor with over 30 years of experience. He joined the Cooke Financial Group in 1992 and was instrumental in launching Sanctuary Wealth in 2016. He specializes in asset allocation and client communications. Brian holds a B.A. in Business/Marketing from Indiana University and is a Certified Investment Management Analyst (CIMA®). His awards include Forbes’s “#1 Best-in-State Wealth Advisor in Indiana.”

Chris Cooke is a founder of Sanctuary Wealth and Managing Director at the Cooke Financial Group. He joined in 1992, leading the group to independence in 2016 with the launch of Sanctuary Wealth, a top hybrid RIA. Chris specializes in wealth management, retirement planning, and estate planning. He has a B.A. in Accounting from Notre Dame and a J.D. in Tax Law from Indiana University.

In this episode of the What Matters Podcast, Brian and Chris discuss with hosts Mike and Ashley the evolution of their financial firm and how they’re embracing technology like AI to improve efficiency. They explore topics such as succession planning, building a strong company culture, and adapting to a rapidly changing industry. The conversation also touches on their long-term strategies, the potential impact of AI, and the importance of flexibility in mergers and acquisitions.

Topics include:
✅ The establishment of Cooke Financial Group in 1969
✅ The foundation of Sanctuary Wealth and the concept of “partnered independence”
✅ Brian and Chris highlight the benefits of independence and local opportunities
✅ The importance of succession planning to ensure long-term success
✅ Financial services industry changes and future opportunities
✅ Brian and Chris emphasize the importance of core values
✅ Creating a strong team identity to foster a sense of unity and strength
✅ And other topics…

Connect with Brian:
LinkedIn: https://www.linkedin.com/in/briancooke1

Connect with Chris:
LinkedIn: https://www.linkedin.com/in/chriscookecookefinancialgroup

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