))
Head to Head: Michelle Marquez, Marquez Private Wealth Management, Raymond James
Manage episode 412993472 series 2899874
Content provided by FS Investments. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FS Investments or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In a new episode of Head to Head, Michelle Marquez (Managing Director at Marquez Private Wealth Management of Raymond James) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how she built an authentic personal brand, her inspiring work with children’s charities and the unique challenge of managing wealth for professional athletes.
“I think for professional athletes, it's really difficult for them. I know that the statistics are against them. You see that everywhere. It's difficult because they live in chaos. They're pulled from their families and they have to travel alone and by themselves…And unless, as an advisor, you have the time to really dedicate—and not just dedicate, you have to devote time and energy. You have to have the patience to be repetitive. Repeat the goals, repeat what it is you said just an hour ago. It helps them stay focused.”
91 episoade
Distribuie
