Brandon Snyder: Building an RIA That Thinks Like a Family Office

What happens when a marketing entrepreneur dives into financial planning? You get Brandon Snyder, CEO of Alpha Capital Strategies—a visionary redefining how to serve high-net-worth clients. In this episode, Brandon shares his journey from event marketing to building a full-service RIA with in-house experts. It’s a conversation about deep client relationships, smart growth, and staying ahead in a fast-changing industry.

Key Takeaways: 

• The road to success is not always a straight line (03:19) – Brandon’s path from print marketing to financial advising was shaped by early business experiences and a powerful lesson in risk and resilience.
• The right team makes all the difference (08:46) – Bringing specialists like tax attorneys and valuation experts in-house allows advisors to provide a deeper level of service without adding unnecessary complexity for clients.
• The industry is changing faster than many realize (19:05) – Advisors who fail to evolve with AI and automation may struggle to compete as technology transforms client expectations and business models.
• Most advisors are overlooking a key piece of the puzzle (28:04) – Business owners often do not recognize how much of their wealth is tied up in their company, and advisors must integrate business planning to serve them fully.
• Clients value honesty over perfection (37:13) – Building trust does not require knowing every answer—it comes from asking the right questions and being willing to learn alongside the client.

 

Brandon Snyder: "We spend 100 hours behind the scenes so our clients can make confident decisions in a one-hour meeting—that’s the kind of care they deserve."

Rob Brown: "The advisor who is reaching out and stretching is probably even able to charge more and increase fees because you're going really, really deep with the questions you're asking your clients and the things you're helping them solve."

About Brandon Snyder: Charles “Brandon” Snyder is the founder and CEO of Alpha Capital Strategies, where he leads with a clear vision for growth and a passion for helping clients move more powerfully in life and business. A longtime member of the National Association of Financial Advisors and a nine-time Million Dollar Round Table qualifier, Brandon is known for building deep, trusted relationships and delivering high-impact strategies for business owners and high-net-worth families.

Connect with Brandon Snyder: 

Website: http://alphacapitalstrategies.com/

Email: [e-mail]

LinkedIn: https://www.linkedin.com/in/brandonsnyder/

Pursuing Alpha Podcast: https://podcasts.apple.com/us/podcast/pursuing-alpha/id1717483130