As a former collegiate & professional basketball player, Derek Bruton, the new CEO of Kingswood Holdings, U.S., understands that everyone on a team plays a specific role to drive its success. The challenge is to deeply understand your role and have the humility to play it to the best of your ability.
In this episode of Permission to Succeed, Doug Heikkinen and Derek also discuss working from home, actions he thinks financial advisors should be taking, and how to put lessons learned into action in the time of COVID-19.
About Derek Bruton:
Derek Bruton is CEO of Kingswood Holdings U.S. He brings a unique combination of M&A, RIA, RIA custodian, and B/D experience to the financial advisors he serves at Kingswood.
A proven strategic and sales leader in the financial services industry for 30 years, Bruton has served in executive positions with leading RIA custodians such as Charles Schwab, TD Ameritrade, and LPL Financial. He has led the recruiting of over 5,000 financial advisors in his career, and has assisted with the strategy and growth of over 15,000 advisor businesses.
Bruton graduated from Stanford University, and has completed executive business management course work at Harvard University. He lives in San Diego, CA with his wife, Helen, and their two girls. Bruton played collegiate basketball for Stanford, and professional basketball in Japan. He has FINRA licenses 7, 8, 24, 63, and 65.