When Brian Deely’s Meeting Went from “Managing Money” to “Saving a Life”
Clear Creek Financial co-founder Brian Deely shares a client meeting that went sideways early in his career — and how saving a life became part of the job.
Team Contio
Welcome to Episode 3 of Worst Meeting Ever! Meet Brian Deely, Co-Founder and Principal at Clear Creek Financial Management, a growing RIA firm with 45 fiduciary advisors across the western U.S. In this episode, Brian shares the story of a client meeting that went sideways early in his career — and the surprising lesson it taught him. Plus, hear how saving a life became just another day on the job.