Making Important Decisions with Regan Smith

The Top Advisor Podcast

Today on The Top Advisor Podcast, join our host Matt Lovejoy and his guest, Regan Smith, to learn more about his experience working in the financial industry at a young age. Regan is a Wealth Advisor at the Vista Wealth Management, helping clients solve their financial issues. Vista Wealth Management has been providing financial counseling since 1999, while consistently producing world-class investment results and financial plans that work. Regan also shared his advice about making the right decisions on important financial matters. You don’t want to miss this!

In this episode, you’ll learn:

• Being able to help make important decisions in their client’s life is one of the best things about being a financial advisor.
• Mental transitions of having to do one task to another
• Figuring out who the client needs you to be.
• The importance of being concise in the financial world
• Give credit to where it’s due because a win is always a team’s effort.
• And more!

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About Regan Smith:

I assist my clients with their financial needs. We work together to create a customized and comprehensive plan and undergo updates as goals and needs change. The foundational elements include investments, cash flow, taxes, insurance, and estate planning.

My duties include being a fiduciary, meaning that I am legally and ethically bound to act in my client’s best interest.

I also contribute to a blog called Millennial Planners. Our mission is to be a voice of guidance and thought leadership for young professionals who aspire to be or are currently in career paths similar to ours.

Check it out: http://www.millennialplanners.com/

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You can find Regan Smith on...

LinkedIn https://www.linkedin.com/in/smithregan/

Company LinkedIn https://www.linkedin.com/company/vista-wealth-management/

Website http://www.vistawealth.com/

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Connect with Matt Lovejoy!

LinkedIn https://www.linkedin.com/in/matthewlovejoy/

Twitter https://twitter.com/mlove40

Website https://www.adviceperiod.com/top-financial-advisor-podcast/

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