“I told them I was leaving P&G to become a financial advisor. They looked at me sideways.”

Brad Morgan had the job most people dream about.

Engineer at Procter & Gamble.Six years in.Great salary. Total stability.

But he couldn’t shake the feeling: This isn’t it.

So he walked away.

No CFP.No financial background.Just a hunch that planning was where he was supposed to be.

That bet paid off. Brad built his book from scratch & leaned on his old P&G network.Wrote white papers.Ran Facebook ads before advisors even knew what they were.Turned cold leads into clients by outworking everyone.

Today, he’s with Savvy Wealth, a tech-forward firm built for the modern advisor.

Brad’s not just building a practice.He’s building a brand with leverage.A system with scale.A model that feels nothing like the old way.

We covered:

>Why Brad walked away from engineering
>The scrappy tactics that brought in his first clients
>How Facebook ads snowballed into real momentum
>Why patience is an underrated edge
>The tech stack at Savvy that’s changing everything

If you’ve ever thought about starting over…

Brad’s story is a playbook on trusting your gut, staying patient, and building smarter.