What if wealth management was about more than just investments?

In this episode of Then Again, Daniel Bryant sits down with Brice Pelliccioni, CEO of Trilith Wealth Management, for a conversation about reinvention, leadership, and why the future of financial advising goes far beyond managing assets.

Brice shares his unconventional journey from preparing for medical school to stepping into the family business and how he’s helping reshape the modern financial advisory model.

In this episode, we discuss:

Why Brice walked away from the traditional path to wealth management
What it’s really like working alongside family in business
The evolution of financial advising from relationship-driven to tech-enabled
How AI is transforming client service and operational efficiency
Why investments should come last not first in financial planning
Building an integrated business that combines wealth management, insurance, and tax strategy
What success looks like for today’s business leaders

This conversation explores what it means to challenge industry norms, think long-term, and build a business around client experience rather than convention.

Key Takeaways:
✔ Great wealth management starts with planning, not portfolios
✔ Technology should enhance human connection—not replace it
✔ The best businesses solve problems before clients know they have them
✔ Sometimes the smartest move is refusing to stay in the lane everyone expects

🎙️ Then Again is a podcast about reinvention, reflection, and the moments that lead us to choose a different path.

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