Becoming #2: Establishing a Practice Model Congruent with Your Beliefs!

October 8, 2024

at 12:00 pm EST

Guest Speaker(s):
Padric Scott, President and CEO, Crossroad Capital Partners
Host:
John A. Warnick, Founder, Purposeful Planning Institute

One of the topics that has been brought up from our community amongst varying professions, is the creation of purposeful practice and how to successfully monetize planning. In the words of our guest speaker, “When the family wins, you win. And the family wins when purposeful planning is at the heart of any engagement.” Join Padric as he takes us on a journey of his early takeaways from noticing discrepancies in wealth services offered and what clients desired, lessons learned from John A, Tim Belber, and Jay Hughes, and a Master’s in Financial Planning with a concentration in Legacy Planning that crafted out the infrastructure and communication skills to align his business with meeting all the capitals of the families his firm serves.

Introduction to our Guest Speaker(s)

Padric H.B. Scott hails from humble beginnings in Tallahassee, FL. A true product of his environment, Padric was born to Rev. Dr Edward R. II (D.M.D) and Mrs. Pamela Scott (Educator) who always encouraged him to dream bigger and go further, and to remember to use his gifts to be a blessing to others. 

Padric graduated early from Florida A&M University with a Bachelor’s in Molecular Cell Biology in 2012. He then began his master’s where he carried a 3.56 GPA in Molecular Cell Biology with a concentration in Cardiovascular Physiology, until he stopped to accept a contract to play in the NFL for the Arizona Cardinals. Padric’s professional career spanned 5 years, with stops in the Arena Football League, and the Canadian Football League. During his professional tenure, he developed a lifelong passion for wealth management seeing disparities of knowledge at high levels of Black earnings and wealth.

Today, Padric serves as both Founder and CEO of CrossRoad Wealth Management Group, a precision wealth practice founded by him in 2021 that serves as an umbrella organization for his consulting engagements. Based out of Tallahassee, FL, CrossRoad is currently licensed in 43 states, serving high capacity, highly intelligent, and self-made individuals, often found in the professional sports, tech, and portfolio management world in addition to closely held minority businesses through investment advisory and values-based estate planning services.

Padric is a lifelong learner, currently working on his Master of Science in Financial Planning with a concentration in Legacy Planning. Padric loves His God, Church, family, working out, and as a member of Kappa Alpha Psi Fraternity, Inc. believes strongly in the motto of “Achievement in Every Field of Human Endeavor.”

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