Building a Vision: The Journey of XML Financial Group

Brett Bernstein is the CEO and Co-founder of XML Financial Group, where he manages operations and M&A strategy. An active financial advisor with a holistic approach, he previously served as Vice President at Merrill Lynch. Brett, a Certified Financial Planner® since 2003, is also a serial entrepreneur and has led XML in three acquisitions. He frequently contributes to major publications like the Wall Street Journal and Forbes.
In this episode of the What Matters Podcast, Mike and Ashley are joined by Brett Bernstein, CEO and co-founder of XML Financial Group, to talk about his journey as an entrepreneur in the financial industry and the vision behind founding XML. Brett emphasizes the importance of hard work, excellent service, and strong team dynamics in driving growth and retaining clients. He also discusses the evolving landscape of financial planning and wealth management, highlighting both challenges and opportunities.
Topics include:
✅ Brett discusses the inception of XML Financial Group in 2004
✅ The importance of clear communication, transparency, and aligning philosophies in successful mergers
✅ Brett talks about maintaining a high client retention rate through transitions
✅ Navigating economic downturns by investing in marketing and staying visible to clients
✅ Brett shares their leadership strategies in XML Financial Group
✅ And other topics...
Connect with Brett:
Website: www.xmlfg.com/team/
LinkedIn: / brettshanebernstein
More about What Matters Podcast:
TH-cam: / @podcastwhatmatters
LinkedIn: / what-matters-podcast
Facebook: / whatmatterspod