Episode 103: Brad Shepherd is the President and CEO at Founders Financial, a broker-dealer and RIA dedicated to building purpose-rich, advisor-centric enterprises. With nearly three decades in the industry, Brad blends deep financial expertise with a passionate commitment to helping advisors grow intentional, values-driven practices. His journey from investment rep to executive leader is shaped by strong mentorship, a calling to serve, and a conviction that people—not platforms—drive impact.
This week, Kyle and Brad discuss the myth of independence in the financial services industry and the power of interdependence between firms and advisors. They dive into Founders’ unique Strategic Enterprise Program, how to scale while staying true to your mission, and why Brad believes staying small and focused can beat the industry’s race toward consolidation.
In this episode:
(00:00) - Intro
(02:05) - Brad's money moment
(06:38) - Brad's transition from advisor to CEO
(10:16) - What sets Founders Financial apart
(14:08) - Why advisors want to become independent
(17:16) - Founders' Strategic Enterprise Program (SEP)