Joe Apfelbaum sat down with Mitchell Brill, a business development and planning professional at Alteium Wealth Management, for a wide-ranging conversation about financial clarity, the nature of trusted relationships, and what it really means to show up for a professional community. Mitch brings a perspective to EANYC that few members can claim — not only has he been an active member for over five years, but his father was a member and past president of the organization in the 1990s. That generational connection shapes how Mitch thinks about the group, what he puts into it, and why he believes the organizations you choose to be part of say a lot about who you are as a business owner and as a person.

Top Learnings & Key Takeaways

  • Clarity, confidence, and control are the foundation of financial health. Mitch's firm uses a proprietary process called Vantage Point, which gives clients a truly comprehensive view of their full financial picture. Rather than offering isolated advice on a single asset or account, Alteium looks at the whole — helping business owners, real estate families, and high-net-worth individuals understand where they are, where they want to go, and exactly what it will take to get there. The result is clients who feel genuinely in control of their financial lives.
  • Know your ideal client with precision. Mitch segments his client base into three distinct groups: business owners with illiquid assets who need planning around exits and transitions, real estate families navigating wealth tied up in property, and high-income individuals who need sophisticated professional guidance to protect and grow what they've built. That level of specificity allows him to have more focused, more useful conversations — and to deliver advice that actually fits the person in front of him.
  • Networking should be relational, not transactional. One of Mitch's most consistent themes throughout the interview is the idea of "giving before getting." When he walks into any meeting or event, his first question is how he can help the people in the room — not what he can extract from the interaction. This approach, he explains, is what allows trust to build naturally over time and what ultimately makes business relationships productive and lasting.
  • What you put in is what you get out. Mitch is direct about this: EANYC rewards members who show up, stay engaged, and invest in others. The members who get the most out of the organization aren't passive participants — they're the ones attending regularly, making introductions, following up, and treating the group as an active part of their business development strategy rather than a passive resource.
  • Legacy and community intersect in powerful ways. Mitch's father was a member and past president of EANYC in the 1990s, which means Mitch didn't just join a networking group — he joined something that has been part of his family's professional story for decades. That history gives him a deep appreciation for what the organization stands for and a personal investment in making sure it continues to be something worth passing on.
  • Helping people is both a purpose and a business model. Across every topic in the interview — financial planning, networking, building a practice — Mitch returns to the same core motivation: a genuine desire to help people. He finds it energizing, he finds it fulfilling, and he believes it is the single most important quality that separates advisors who build lasting client relationships from those who don't. Authenticity, in his view, is not a soft skill. It's a competitive advantage.

Watch the Full Interview

To hear the full conversation between Joe Apfelbaum and Mitchell Brill, visit the EANYC YouTube channel here: https://www.youtube.com/watch?v=4gHAulgpAHw 

About EANYC

The Executives Association of New York City (EA NYC) is a professional networking group in New York City built for serious business owners and executives who believe that relationships are the foundation of lasting success. With a curated membership of industry leaders across sectors, EA NYC creates the conditions for strategic introductions, trusted referrals, and long-term business growth. To learn more or inquire about membership, visit https://www.eanyc.com/

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