“I told them I was leaving P&G to become a financial advisor. They looked at me sideways.”
Brad Morgan had the job most people dream about.
Engineer at Procter & Gamble.Six years in.Great salary. Total stability.
But he couldn’t shake the feeling: This isn’t it.
So he walked away.
No CFP.No financial background.Just a hunch that planning was where he was supposed to be.
That bet paid off. Brad built his book from scratch & leaned on his old P&G network.Wrote white papers.Ran Facebook ads before advisors even knew what they were.Turned cold leads into clients by outworking everyone.
Today, he’s with Savvy Wealth, a tech-forward firm built for the modern advisor.
Brad’s not just building a practice.He’s building a brand with leverage.A system with scale.A model that feels nothing like the old way.
We covered:
>Why Brad walked away from engineering
>The scrappy tactics that brought in his first clients
>How Facebook ads snowballed into real momentum
>Why patience is an underrated edge
>The tech stack at Savvy that’s changing everything
If you’ve ever thought about starting over…
Brad’s story is a playbook on trusting your gut, staying patient, and building smarter.
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
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