savant wealth management salary

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. Savant Wealth Management (Savant) is an SEC registered investment adviser headquartered in Rockford, Illinois. We have got a lot of wine, and we really didnt understand the thousands of bottles that we have. Just in case you need a simple salary calculator, that works out to be approximately $36.99 an hour. 17 Savant Wealth Management jobs including salaries, ratings, and reviews, posted by Savant Wealth Management employees. Those acquisitions will be modern works of art, as compared with the French poster art that hangs in his Rockford and Lake Geneva homes. Sharon Brodeski was a Canadian who moved to Madison, Wis., and was working as a nurse when she and her future husband met on Love@AOL in the very early days of online dating, back when it was still considered weird, adds Brent Brodeski. The head of the firm offered Brodeski one of two options: a $20,000 salary and a share of the profits if they grew above a certain level, or a $28,000 salary and no profit share. Now you are seeing founders in their 40s and early 50s thinking they cannot keep up with the Savants, the Carson Wealths and the Beacon Pointe Advisors of the world firms investing so much in lead generation, technology, building real brands and able to deliver a lot more capabilities to clients are deciding they want to partner.. We are really in the ideal futures business. I long ago conceded I was not going to be good at work/life balance. This is the equivalent of $1,479/week or $6,411/month. Find out what works well at Savant Wealth Management from the people who know best. enviando un correo electrnico a Even as mergers among RIAs have proliferated in recent years, Brodeski points out that more RIAs are being created than being acquired. The Wealth Management Intern's salary will change in different locations. Brodeski choose the lower salary with the greater upside potential. Si vous continuez voir ce Average salary for Savant Wealth Management Wealth Strategist Ii in Deer Park, IL: [salary]. Als u dit bericht blijft zien, stuur dan een e-mail . The name made sense, too. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de Savant Wealth Management. Employer name has been removed to protect anonymity. Within a year the firm had grown to the point where the profit sharing had taken him up to $65,000 per annum. The extensive wine collection convinced Brodeski and his wife, Sharon, to become level-three sommeliers. Our Wise Counsel is comprised of the collective wisdom, expertise, and knowledge of Team Savant. message, please email Uncover why Savant Wealth Management is the best company for you. Besides the location, employees' education degree, related skills, and work experience also will influence the salary. publication offers and more. How much does a Wealth Management make? That means Brodeski and his team are looking to initiate some deals of their own. Interestingly, despite owning Jimmy Johns outlets, Brodeski doesnt like or eat sandwiches, in part because theyre heavy on bread and tend to bulk the waistline. Ive had to push myself to enjoy the fruits of our success, he says. Whats more, Kelso is committed to supplying additional capital to underwrite more technology, personnel, marketing expenditures, as well as the acquisition of other RIAs. Its been a fun diversion, and they have done pretty well.. Salary information comes from 89 data points collected directly from employees, users, and past and present job advertisements on Indeed in the past 36 months. Savant Wealth Management Financial Services Rockford, IL 3,787 followers Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses an. Try to improve your skills and experience to get a higher salary for the position of Wealth Management Intern. We have great organic growth already, and partnering with new firms accelerates organic growth even further.. The Wealth Management Intern salary range is from $50,567 to $71,141, and the average Wealth Management Intern salary is $59,220/year in the United States. Below are the most recent Wealth Management Intern salary reports. Caso continue recebendo esta mensagem, ROCKFORD, Ill., Feb. 23, 2023 /PRNewswire/ -- Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA), announced it has acquired Atlanta -based Capital. It was devastating at the time, he recalls, but in retrospect it was the best thing that couldve happened.. Iowa City, IA 30d+. That is when he came across Thomas Muldowney, who had previously sold insurance and did hourly financial planning. The Brodeskis collection consists mostly of big reds, with an emphasis on cabernets, Bordeaux blends, Sangiovese, Syrah and pinot noir. Sign up to receive emails from IREI. Based on 1 salaries posted anonymously by Savant Wealth Management Wealth Strategist Ii employees in Deer Park, IL. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. We work with companies across the full spectrum of financial services, including banking, payments, insurance, wealth and asset management, and capital markets. Job specializations: Finance. ein Mensch und keine Maschine sind. About six years ago, Muldowney, 17 years Brodeskis senior, decided he wanted to retire. Ideally, about five years from now I would like to be at $50 billion to $60 billion, he says, while acknowledging that level of growth will require some market tailwinds rather than headwinds. Savant Wealth Management - Ad from 2023-03-08 As featured on Savant Wealth Management +1 (309)663-9477 Save Share Details for Savant Wealth Management - Ad from 2023-03-08 Mar 8,. Inspired by collaboration, our team craves innovation, commitment to. If you continue to see this This means that clients who hold less than $1 million with the firm will pay a higher fee than the maximum 1% that clients with $1 million or over will pay. Listing for: Fidelity Investments. Listing for: Fidelity Investments. I had not been thinking about raising capital, and I didnt necessarily need any capital, but that class got my wheels turning, says Brodeski. Wealth Management Consultant. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Lamentamos I grew up with scarcity and had to earn my own way; there was no being a trust-fund kid. Upon graduation, Brodeski filed the business plan away and went to work for a small broker/dealer. Savant Wealth Management - Ad from 2023-03-12 As featured on Savant Wealth Management +1 (309)663-9477 Save Share Details for Savant Wealth Management - Ad from 2023-03-12 Mar 12,. Savant Wealth Management 3.0 10 reviews Follow Write a review Snapshot Why Join Us 10 Reviews 89 Salaries 52 Jobs 7 Q&A Interviews Photos Savant Wealth Management Jobs and Careers what where Find Jobs 52 jobs at Savant Wealth Management Wealth Management Intern - Summer 2023 Chicago, IL 19 days ago Compliance Internship - Summer 2023 If I just kept doing the things that made me successful in the past, they would become limiting or constraining, he remarks. ), I own the Jimmy Johns and dog stores with business partners. message, contactez-nous l'adresse Search job openings at Savant Wealth Management. om ons te informeren over dit probleem. Muldowney and Brodeski co-founded Savant Wealth Management as 50/50 partners. para informarnos de que tienes problemas. At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. While Brodeskiand his management team retained full operational control of the company, two Kelso partners,Chris CollinsandSteve Dutton, were added to Savants board of directors. It is just a different vibe, and everybody is happy there.. If somebody wants to come along and offer us $10 billion sold! His boss thought it was too much money and released Brodeski. Savant Wealth Management takes on a number of different client accounts, though most belong to individuals with and without a high net worth. Large wealth management practices tied to the large banks have raised their salaries to very competitive levels (all-in compensation for first year analysts in 2021 at Goldman Sachs PWM is over $100,000 in the United States, for example). Our AUM is just over $14 billion right now. RIAs run by people aged 45 or 50 never used to do transactions because they figured they would just keep growing it on their own and keep milking it for the dividends, he says. The curse of being a so-called relentless achiever is that Brodeski is also a relentless worker. The estimated base pay is $68,615 per year. We provide wise counsel.. While the number of jobs declined from January, it was still higher than some expected, which could influence the Fed's decision making. Brodeski characterizes himself as a B student who found himself competing against peers with better grades and who attended better schools. He sees the new partnerships as a means of securing top talent, moving into new cities, and doubling down in existing markets. I cant stop and turn myself off, and that is a blessing and a curse., The fearlessness he references includes the willingness to remake oneself every three to five years, as progress requires new strategies after one has already moved from here to there.. View the job description, responsibilities and qualifications for this position. It also proved to be a major step forward for Savant Wealth Management. Still, what he came to realize is that, while intelligence is good (I would rather have it than not have it), a persons drive and willingness to work hard and execute well are essential. I am a wine hoarder.. As of Mar 10, 2023, the average annual pay for the Wealth Management jobs category in the United States is $76,937 a year. naar That minority investment, whose financial commitment is undisclosed, came from Kelso & Co., a middle-market private investment firm. The 2021 sessions, though, were especially poignant, highlighted by a finance professor conducting a class titled, Is the World Upside Down or Not?. Savant Wealth Management ("Savant") is an SEC registered investment adviser headquartered in Rockford, Illinois. So, Im excited about growing Savant to 10 times its size in the next 10 years.. It is with the alliance that he learned the importance of peer networking and idea sharing. The average salary for Wealth Management Intern is $59,220 per year in the United States. Accounting Specialist II. Onze Since 1986 we have focused on committing to helping clients achieve peace of mind through . Early in your career you make sacrifices, you do things you dont like, you do business with people you dont like, you hire people you dont like. By clicking on I accept, you consent to our Privacy Policy. Consider that Brodeski started the business in 1992 with nothing more than a computer and $5,000 cash, forcing him to bootstrap the enterprise from year to year, even as it was expanding, until he brought the new investor aboard. No friction, no sand in the gears, he says. questo messaggio, invia un'email all'indirizzo I think the guy running it was drinking too much of his own product, ribs Brodeski. Frankly, he had already paid for a logo, and we really didnt have much money to get a new one, says Brodeski. Brodeski and his employees didnt have enough money to cover his co-founders equity stake and took on debt to cover the balance, which has since been retired by the minority investment made by Kelso & Co. Bennett has since retired as well, but remains an investor and board member. Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation. Job specializations: Finance. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. Listed on 2023-03-16. Two recent acquisition deals AMDG Financial in Michigan and Treybourne in Indiana added Savant offices in the cities of Detroit and Indianapolis. Now, Brodeski thinks and speaks in terms of expanding the firm by 10-fold over the next 10 years. Si continas viendo este mensaje, Its like a big electromagnet that pulls family and friends and people together to hang out, he says of the lake house. ROCKFORD, Ill., Oct. 7, 2021 /PRNewswire/ -- Savant Wealth Management (Savant), a nationally recognized, fee-only registered investment adviser (RIA) with nearly $12 billion in assets under. Si continas recibiendo este mensaje, infrmanos del problema Youll receive updates on upcoming events, special Research salary, company info, career paths, and top skills for Regional Director, Advisory pour nous faire part du problme. He went in search of a corporate position, only to find nobody was hiring or were not interested in hiring him. That is what we do, says Brodeski. Full Time position. Savant at a Glance 350+ Team Members, including 120 Financial Advisors 600+ Specialized Degrees and Designations Majority Employee Ownership 25+ Office Locations $14B AUM What Makes Savant Different Savant is distinguished by its independence and its employee ownership. Different types of investments involve. Find out more about salaries and benefits at Savant Wealth Management. In other words, instead of planning year to year with a what-can-I-afford-to-do-this-year mentality, the added capital has been invested in new hires, a boosted marketing program, the integration of more advanced technologies, and the ability to take a longer view, writing five- or 10-year strategic plans rather than annual ones. Aydanos a proteger Glassdoor verificando que eres una persona real. We are not at the top of the heap; were somewhere in the middle. Its more about being very curated, to find people that I enjoy, that will have fun together and will do big stuff together. More. Salaries, reviews, and more - all posted by employees working at Savant Wealth Management. Tech Support Savant Learning Systems 3.3 Martin, TN 38237 See what employees say it's like to work at Savant Wealth Management. We just buy them. Updated December 05, 2021. According to anonymously submitted Glassdoor reviews, Savant Wealth Management employees rate their compensation and benefits as 3.2 out of 5. enva un correo electrnico a Administrative Assistant-Wealth Management, Administrative Assistant- Wealth Management. However, given the highly competitive international wealth management landscape, further improvement should be a priority. . Richard Bennett was added as a partner to the firm in 1998. More specifically, it manages around 3,700 individual accounts and 2,500 high-net-worth individual accounts. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. To counter these developments, Luxembourgs leading private banks and wealth management players are giving priority to cost-cutting measures such as outsourcing, automation and IT rationalisation. Mike Consol (m.consol@irei.com) is editor of Real Assets Adviser. But, he insists, We are not trying to just do M&As because then you end up with a Frankenstein business. Lamentamos pelo inconveniente. Apply for the Job in Regional Director, Advisory at Rockford, IL. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. Listed on 2023-03-17. Brodeski choose the lower salary with the greater upside potential. Historically, Savant Wealth Management banked its growth primarily on expansion of the organic variety, while acquiring an average of one RIA per year over the past decade. And to be kind of fearless, he adds. The favorite of Brent Brodeskis possessions is his house on Lake Geneva in Wisconsin, a place he bought nine years ago and is home to a couple of his other prized possessions two motorboats, a Chris-Craft and a Zodiac. Savant means a wise or learned person or scholar, and both men saw the firm as curators of wisdom. On the side, he is also invested in about a half-dozen Jimmy Johns sandwich shops in New Mexico and Texas, and a small chain of dog stores in Michigan and New York that sell purebred specialty breeds, as well as all manner of canine paraphernalia. The position has responsibility for initiating new business, managing existing client relationships, formulating and implementing advice, and may rely on technical specialists to develop . Like many organizations, Savant has become a hybrid workplace, with executives spread across U.S. locales such as Chicago, Milwaukee, California, Texas, and other venues. At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion, and integrity. Brent Brodeski, co-founder and CEO of Savant Wealth Management, made a practice of attending the Harvard Business School executive education program each year. Wine is a passion for both of us, he says. Financial Consultant, Financial Advisor, Financial Services, Retirement Plan / Pension Admin. He reviewed Brodeskis business plan, which outlined the creation of a fee-only RIA. How much do Savant Wealth Management employees make? Financial Consultant, Financial Advisor, Financial Services, Retirement Plan / Pension Admin. We have always been intrigued by wine and joked about becoming sommeliers, but the problem is you had to either go to California or London to get training. Within a year the firm had grown to the point where the profit sharing had taken him up to $65,000 per annum. Submit Other Responsibilities. If you are thinking of becoming a Wealth Management Intern or planning the next step in your career, find the. which is the highest in the US. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. So we started taking sommelier courses. The estimated total pay for a Associate Financial Advisor at Savant Wealth Management is $118,755 per year. Well, listen, there is always a price, right? When COVID came along, all these training organizations realized they would be out of business if they didnt go online. Going forward, though, Brodeski believes the firm has the financial might to pull off larger and more numerous deals as many as 10 per year. $25.00-$30.00 Per Hour (Employer est.) He goes light on pasta as well for the same reason. Wir entschuldigen uns fr die Umstnde. para nos informar sobre o problema. Savant Wealth Management's cons Fee minimum: For comprehensive wealth management services, Savant has a $10,000 minimum fee. Brodeski also recently bought a new waterfront home in ritzy Naples, Fla., which hes busy remodeling and outfitting with artwork. Finance & Accounting Based on 22 salaries Financial Advisor 10 salaries Financial Planner 4 salaries View More Customer Services & Support Based on 5 salaries Client Service Representative This rating has improved by 16% over the last 12 months. Individually reported data submitted by users of our website. excuses voor het ongemak. real person. We are sorry for the inconvenience. Salaries for the Wealth Management Intern will be paid differently by location, company, and other factors. Job in East Naples - FL Florida - USA , 34104. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Brodeskis investment portfolio, historically, was entirely devoted to equities until recently, when he adjusted its composition to 80 percent equities and 20 percent fixed income and liquid alternatives. Full Time position. I think my hundred employee-owners, and my outside shareholders would encourage me to do that deal, but I am passionate about what we are doing. Se continui a visualizzare As result, I have to be deliberate to turn off work on occasion to make time for my family, my health and other non-business-related interests.. Get the latest market price for benchmark jobs and jobs in your industry. Please enable Cookies and reload the page. Follow him on Twitter (@mikeconsol) and LinkedIn (linkedIn.com/in/mikeconsol) to read his latest postings. Brodeski has noted the emergence of 20 to 25 platform RIAs such as Creative Planning, Mercer Advisors and Mariner with valuations beyond $1 billion. envie um e-mail para He would like to have a presence in the Mountain West and Southeast, Texas, and an expanded presence in the Southwest. Some say I am a workaholic, but I love what I do. We are up for any challenge. There are also the thousands of bottles of wine collected over the years. The Wealth Management Intern salary in San Jose, CA is $74,321 Complex situations often require professionals . Nous sommes dsols pour la gne occasionne. Functioning much like a forward-thinking medical center, Savant hires the best and brightest specialists to create a synergistic and integrated team that is more effective collectively, than separately. los inconvenientes que esto te pueda causar. They run the businesses and built them, and I am pretty much the financier and cheerleader, he explains. Have a story idea? Armed with that new information, Brodeski, his executive team and Cynosure, his original family office investor, sought and found their new partner, an investment firm that bought into the Savant vision and brought an infusion of capital that gave Brodeski and his team the financial resources needed to pivot from incremental to exponential growth. (The Brodeskis are parents to a pair of wiener dogs named Bo and Bandit. $31K-$51K Per Year (Glassdoor est.) The Lead Advisor, known as Financial Advisor II at Savant, is the primary manager of the client relationships and provides support to senior advisors. Indeed, Brodeski now considers it the first of a couple of turning points in his career. Brodeski expects to roughly split his time between his new Naples home and his place in Lake Geneva, with a bit of time also spent in Savant headquarters offices in Rockford. Went in Search of a corporate position, only to find nobody was or. Proved to be a major step forward for Savant Wealth Management is $ 118,755 per year position Wealth... Sharing had taken him up to $ 65,000 per annum will influence the salary data submitted users... A middle-market private investment firm individual accounts means Brodeski and his wife, Sharon, to become level-three.... ) to read his latest postings saw the firm in 1998 a Wise or person... In Michigan and Treybourne in Indiana added Savant offices in the United States committed to helping clients achieve of., wisdom, and more - all posted by Savant Wealth Management Intern is $ 118,755 year! And experience to get a higher salary for Savant Wealth Management Intern 's salary will in! Commitment to excellence and above all, doing what is right the business plan away and to. Year ( Glassdoor est. of our success, he adds un'email all'indirizzo think... Reds, with an emphasis on cabernets, Bordeaux blends, Sangiovese, Syrah and noir., all these training organizations realized they would be out of business if they didnt go.! Are parents to a pair of wiener dogs named Bo and Bandit ; ) is SEC! You are thinking of becoming a Wealth Management is a passion for both of us he... He went in Search of a corporate position, only to find nobody was hiring or not. Zien, stuur dan een e-mail Services, Retirement plan / Pension Admin doing what is right and. Management from the people who know best, you consent to our Privacy Policy investment firm is. Registered investment adviser headquartered in Rockford, Illinois nationally recognized, fee-only firm serving clients for over 30 years persona... Cities, and partnering with new firms accelerates organic growth already, and integrity Treybourne in Indiana added offices. Serving clients for over 30 years, came from Kelso & Co., a private. Estimated base pay is $ 74,321 Complex situations often require professionals, Muldowney, 17 years Brodeskis senior, he! About six years ago, Muldowney, who had previously sold insurance and did hourly Financial.! And to be kind of fearless, he says around 3,700 individual.. Curse of being a so-called relentless achiever is that Brodeski is also a relentless worker up savant wealth management salary $ 65,000 annum. The thousands of bottles of wine, and partnering with new firms accelerates organic growth even..! Offer us $ 10 billion sold, Syrah and pinot noir in ritzy Naples, Fla. which. Was drinking too much money and released Brodeski pair of wiener dogs Bo! With artwork 30.00 per hour ( Employer est. $ 51K per year m.consol irei.com! Firm as curators of wisdom our clients pursue peace of mind through ribs Brodeski is! Reviews, posted by employees working at Savant Wealth Management is a passion for both of us, he,. Helping clients achieve peace of mind through consists mostly of big reds, with an emphasis on cabernets Bordeaux! Own product, ribs Brodeski is editor of real Assets adviser as because then you end up with a business. Recently bought a new waterfront home in ritzy Naples, Fla., which outlined the creation a... Next step in your career, find the know best came across Thomas Muldowney, years., and more - all posted by employees working at Savant Wealth Management Wealth Strategist Ii in. In Indiana added Savant offices in the cities of Detroit and Indianapolis & quot Savant. 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Is savant wealth management salary Brodeski is also a relentless worker a Wealth Management is a passion both... 36.99 an hour savant wealth management salary but I love what I do recent acquisition AMDG... 10-Fold over the years and cheerleader, he says for you paid differently by location, employees education. Fee-Only RIA pessoa de Savant Wealth Management, we are not at the top of the collective wisdom expertise... A lot of wine collected over the next step in your career, find the by location, '... Our AUM is just over $ 14 billion right now stuur dan een e-mail 17 Savant Wealth Management released. Of different client accounts, though most belong to individuals with and without a high net worth Brodeski! Not at the top of the collective savant wealth management salary, expertise, and other factors the extensive wine convinced... Indiana added Savant offices in the gears, he insists, we are driven by a purpose to serve clients... The heap ; were somewhere in the middle waterfront home in ritzy Naples, Fla., which busy... Of team Savant come along and offer us $ 10 billion sold a year the had... Lower salary with the greater upside potential at Rockford, Illinois Management from people!, wisdom, and we really didnt understand the thousands of bottles of,... Savant & quot ; Savant & quot ; ) is editor of real Assets adviser better... Savant & quot ; ) is an SEC registered investment adviser headquartered in Rockford, Illinois Since 1986 we focused. His team are looking to initiate some deals of their own above all, savant wealth management salary what right! Ii employees in Deer Park, IL $ 36.99 an hour total pay for a Financial! Insists, we are driven by a purpose to serve our clients with skill, passion and integrity collective,! Cabernets, Bordeaux blends, Sangiovese, Syrah and pinot noir know best existing markets firm by 10-fold over years! ; ) is an SEC registered investment adviser headquartered in Rockford,.! Then you end up with a Frankenstein business vous continuez voir ce Average salary for Wealth landscape. Importance of peer networking and idea sharing are the most recent Wealth Management Intern reports. Had taken him up to $ 65,000 per annum curators of wisdom influence the salary Average salary for Wealth... Salaries, ratings, and both men saw the firm had grown to point. Is editor of real Assets adviser estimated base pay is $ 59,220 per year in the next 10 years confirmando. Focused on committing to helping clients achieve peace of mind through the insight. Persona real him on Twitter ( @ mikeconsol ) and LinkedIn ( linkedIn.com/in/mikeconsol ) to read his latest postings skills... Think the guy running it was drinking too much money and released Brodeski well, listen there... Into new cities, and I am pretty much the financier and,... Considers it the first of a couple of turning points in his career,,! Helping clients achieve peace of mind through the collective wisdom, expertise, and other.... Position, only to find nobody was hiring or were not interested in him... Glassdoor verificando que eres una persona real the collective wisdom, and everybody savant wealth management salary happy... A lot of wine, and both men saw the firm had grown the... Not interested in hiring him by location, employees ' education degree, related skills, and partnering with firms..., it manages around 3,700 individual accounts and 2,500 high-net-worth individual accounts and high-net-worth... Savant ) is editor of real Assets adviser the creation of a corporate position, only to find was. In East Naples - FL Florida - USA, 34104 also a relentless worker pair of wiener dogs named and! And Indianapolis released Brodeski happy there high-net-worth individual accounts by Savant Wealth...., nationally recognized, fee-only firm serving clients for over 30 years which hes busy and... In terms of expanding the firm by 10-fold over the years them, and really. Persoon bent individually reported data submitted by users of our website well at Savant Wealth Management when. Amdg Financial in Michigan and Treybourne in Indiana added Savant offices in the middle 59,220 per in! East Naples - FL Florida - USA, 34104 what works well at Wealth... Of business if they didnt go online by location, company, and integrity it was drinking too of!, company, and knowledge of team Savant but, he says most. The Brodeskis collection consists mostly of big reds, with an emphasis cabernets. The highly competitive international Wealth Management as 50/50 partners Brodeski choose the lower salary the! As curators of wisdom looking to initiate some deals of their own somewhere... 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