In this episode, host Taylor Baker sits down with Kimberley Raimondo, CEO and founder of Brookwood Investment Group, to talk about what it really takes to build a business rooted in relationships, trust, and long-term thinking in the financial services industry.
What You’ll Learn:
- Why focusing on relationships over transactions leads to stronger, more sustainable growth
- How taking operational pressure off advisors allows them to do their best, most meaningful work
- What “co-opetition” looks like in practice and why collaboration can outperform competition
- How the industry is moving beyond traditional aggregator models toward true partnership structures
- Why succession and continuity planning are often overlooked, but critically important
- Where AI fits into the business—and why it should support, not replace, human connection
- How learning through mistakes can actually accelerate progress when approached the right way
- Why it’s important to occasionally slow down and acknowledge how far you’ve come
At its core, this conversation is about building something that lasts. Kimberley Raimondo shares a perspective grounded in people—how you support them, partner with them, and grow alongside them. It’s a reminder that while tools, technology, and strategies will continue to evolve, the foundation of any successful business is still trust, alignment, and a shared vision for the future.
To learn more about Kimberley Raimondo and her work, visit brookwoodinvestmentgroup.com.