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Navigating Financial Advisory in a Changing World with Andrew Nemes
Manage episode 437232513 series 2895276
Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Andrew Nemes, a financial advisor in Novi, Michigan, shares his unique background and how he got into financial advisory services. He comes from a family of CPAs, with his father also being a financial advisor. Andrew emphasizes the importance of learning about business operations and laws before entering the financial world. He discusses the challenges faced during the COVID-19 pandemic, including market drops and transitioning to virtual meetings. Andrew's clientele consists of physicians, entrepreneurs, and auto executives, focusing on building solid relationships with his clients.
Story Notes:
- Growing Up in a Competitive Household
- Transitioning into Financial Advisory Services
- Clientele and Specialties
- Challenges Faced During COVID-19
- Building Relationships with Clients
- Adapting to Industry Trends and Opportunities for Financial Advisors
- The Importance of Building Relationships in Financial Advisory
- Home Workouts and the Benefits of Yoga and Acupressure
- The Power of Sprouts and Chemical-Free Foods
- The Health Benefits of Infrared Saunas and Nano Silver Products
Learn more about Andrew Nemes here: https://www.linkedin.com/in/andrew-nemes-cpa-cima%C2%AE-2659a8b2/
WEALTH: Not getting enough clients? Book a FREE
(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.
#FinancialAdvisory #WealthManagement #ClientRelationships #FinancialAdvisor #Entrepreneurship #COVIDChallenges #BusinessStrategy #HealthAndWellness #HomeWorkouts #ChemicalFreeLiving #InfraredSauna
115 에피소드
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