Artwork

Paul Blanco에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Paul Blanco 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.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

Ahmed Sourour: How Many People Can We Help

33:20
 
공유
 

Manage episode 447425369 series 3504649
Paul Blanco에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Paul Blanco 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.

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Ahmed Sourour, CPWA®, AIF®, RCIP® | Wealth Management Advisor | Reddington Sourour Advisory Group

Bio: We make the complex-simple.

We partner with families, executives, and business owners to develop long-term wealth and investment management strategies. We help our clients pursue their wealth management goals through careful advice, astute investment management and access to our firms’ resources. We have the knowledge and experience to help meet our client’s priorities and goals. My personal goal is to become a lifetime resource for each and every client.

We take a comprehensive approach with our clients and develop strategic wealth planning strategies. Personalized attentive service is the professional approach that we extend to all of our clients.

We believe in understanding every client’s individual situation before making any recommendations to them, as well as, keeping our clients abreast of today’s market conditions by informing them of the latest financial and insurance information.

By building long-term relationships and providing personal council, we can develop the strategies that help assure our clients’ financial security.

Specialties: Investment management, Retirement Strategies, Risk management, Business Succession, Estate Planning, Executive Benefit Strategies.

Podcast Episode Description: How Many People Can We Help

Follow Paul on Instagram: @paul.f.blanco

MetLife Disclosure:

PlanSmart is a product of MetLife Consumer Services, Inc. (MCS). MCS administers the PlanSmart program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.

Any content information provided as part of the PlanSmart program is for educational purposes only. It is not intended to provide legal, tax, investment, or financial advice or make any recommendation as to whether any investment or savings option is appropriate for you. Each individual’s legal, tax, and financial situation is unique; therefore, you should consult with your own attorney, accountant, financial professional or investment advisor regarding your specific circumstances. MetLife does not provide legal, tax, or investment recommendation or advice.

Third-party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. MMLIS is not affiliated with MCS or any of its affiliates.

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202710-7430029

  continue reading

61 에피소드

Artwork
icon공유
 
Manage episode 447425369 series 3504649
Paul Blanco에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Paul Blanco 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.

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Ahmed Sourour, CPWA®, AIF®, RCIP® | Wealth Management Advisor | Reddington Sourour Advisory Group

Bio: We make the complex-simple.

We partner with families, executives, and business owners to develop long-term wealth and investment management strategies. We help our clients pursue their wealth management goals through careful advice, astute investment management and access to our firms’ resources. We have the knowledge and experience to help meet our client’s priorities and goals. My personal goal is to become a lifetime resource for each and every client.

We take a comprehensive approach with our clients and develop strategic wealth planning strategies. Personalized attentive service is the professional approach that we extend to all of our clients.

We believe in understanding every client’s individual situation before making any recommendations to them, as well as, keeping our clients abreast of today’s market conditions by informing them of the latest financial and insurance information.

By building long-term relationships and providing personal council, we can develop the strategies that help assure our clients’ financial security.

Specialties: Investment management, Retirement Strategies, Risk management, Business Succession, Estate Planning, Executive Benefit Strategies.

Podcast Episode Description: How Many People Can We Help

Follow Paul on Instagram: @paul.f.blanco

MetLife Disclosure:

PlanSmart is a product of MetLife Consumer Services, Inc. (MCS). MCS administers the PlanSmart program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.

Any content information provided as part of the PlanSmart program is for educational purposes only. It is not intended to provide legal, tax, investment, or financial advice or make any recommendation as to whether any investment or savings option is appropriate for you. Each individual’s legal, tax, and financial situation is unique; therefore, you should consult with your own attorney, accountant, financial professional or investment advisor regarding your specific circumstances. MetLife does not provide legal, tax, or investment recommendation or advice.

Third-party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. MMLIS is not affiliated with MCS or any of its affiliates.

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202710-7430029

  continue reading

61 에피소드

모든 에피소드

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드