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A Journey to Wealth Management Advising with Cary Facer
Manage episode 312954755 series 3253931
Indhold leveret af BrokerBrett.com and Brett Fulmer. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af BrokerBrett.com and Brett Fulmer eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Cary Facer breaks down his journey into his career as a Wealth Advisor, the attrition of the Finacial Planning industry, and the value of a good business Partner.
They also get into our current COVID environment, building rapport digitally, and what classic business-building techniques would be. Cary and Brett cover the value of looking forward 3, 5, or even 10 years out as well, and the benefits of building that plan backward.
Cary Warren Facer
Founding Partner
Warren Street Wealth Advisors
warrenstreetwealth.com
Investment Advisor Representative, Warren Street Wealth Advisors, LLC., a Registered Investment Advisor
The information presented here represents opinions and is not meant as personal or actionable advice to any individual, corporation, or other entity. Any investments discussed carry unique risks and should be carefully considered and reviewed by you and your financial professional. Nothing in this document is a solicitation to buy or sell any securities, or an attempt to furnish personal investment advice. Warren Street Wealth Advisors may own securities referenced in this document. Due to the static nature of content, securities held may change over time and current trades may be contrary to outdated publications. Form ADV available upon request 714-876-6200.
45 episoder
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