Most people manage money. Very few build legacy. Brad Mayer, CFP®, has spent over 20 years helping high net worth individuals, families, and business owners understand the difference — and build the latter. As Executive Director and Senior Private Client Advisor at Texas Capital Private Bank in Austin, Brad specializes in comprehensive wealth management that goes well beyond investment advice. He coordinates with clients' entire advisory teams — CPAs, estate planning attorneys, and other professionals — to ensure that every financial decision works together in service of the client's full picture: current needs, future transitions, and multi-generational legacy. He is a Certified Financial Planner® and Certified Exit Planning Advisor. He holds a BBA from Baylor University's Hankamer School of Business and an MBA from Indiana University's Kelley School of Business. His career has taken him from Intel Corporation through Wells Fargo Advisors, BMO Harris Bank, and Comerica Bank, before landing at Texas Capital. He serves on the Austin Market Leadership Team and is an active member of the Baylor Angel Network. He is also a husband to Shelly and father to four children — Connor, Camryn, Jared, and Jace — and he understands from the inside what it means to build wealth that is meant to serve a family, not just a balance sheet. In this episode, Erin Sarles and Thomas Roe sit down with Brad to talk about what legacy planning actually requires, what business owners get wrong about exit planning, and what families building meaningful wealth need to understand that most financial conversations never address. In this episode: — The biggest lie the financial industry tells people about wealth building and what legacy actually requires — Why comprehensive planning is fundamentally different from isolated financial advice — and what the difference costs families who don't know the distinction — What exit planning demands of business owners beyond the financial complexity — How to coordinate investment strategy, tax planning, and estate planning so they actually work together — What multi-generational wealth transfer requires that most families aren't thinking about yet — What Brad has learned in 20+ years that he wishes every young professional and business owner understood earlier This one is for every business owner who knows they need a succession plan but hasn't started. Every family building significant wealth and wondering whether their advisors are actually talking to each other. Every high achiever who wants to build something that outlasts them. Connect with Brad: Texas Capital Private Bank — Austin, TX The Standard Podcast™ — Raise the bar. Rebuild the culture. Become the standard. Support the show CONNECT WITH US: 🌐 Website: blueprintbluechip.com 📸 Instagram: @blueprintbluechip 💼 LinkedIn: Erin Sarles 📧 Email: erin@erinsarles.com FREE RESOURCE: Join the 5-Day Reset™ — designed for athletes ready to build identity, discipline, and purpose beyond the game. 👉 blueprintbluechip.com/blueprintfoundationschallenge SUPPORT THE SHOW: Leave a 5-star review on Apple Podcasts or SpotifyShare this episode with an athlete, parent, coach, or leaderFollow us on social media and join the conversationBOOK ERIN TO SPEAK: Looking for a speaker who challenges comfort and calls out truth? Erin is available for team workshops, parent seminars, and leadership events. 📩 erin@erinsarles.com ABOUT THE STANDARD PODCAST™: This isn't motivation. This is a movement. Hosted by Erin Sarles and Thomas Roe, co-founders of Blueprint to Bluechip™, The Standard Podcast™ calls out the lies culture sold athletes and raises a new standard in sports, leadership, and life. We bring raw, truth-packed 20-25 minute conversations about identity, discipline, and legacy that goes beyond the scoreboard. New episodes drop every Monday. Raise the bar. Rebuild the culture. Become the standard.
