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Fireside Financial Ep #20 – Client-Centered Wealth Management
Manage episode 453203649 series 3008801
Innhold levert av Joseph Curry and CFP Professional. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Joseph Curry and CFP Professional eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Joe and Regan share their journeys in the financial planning industry, highlighting key transitions to independent wealth management. They discuss the challenges of starting in a sales-driven culture, the benefits of prioritizing client-centric retirement planning, and the importance of independence in offering customized financial solutions. Joe shares a compelling story about poor client service at a big bank, emphasizing the value of personalized, responsive financial advice. Explore how independence and mentorship create a better experience for clients and new advisors in the financial services industry.
Read the full show notes and find more information here: Ep 20 Show Notes
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