))
Navigating Financial Advisory in a Changing World with Andrew Nemes
Manage episode 437232513 series 2895276
Content provided by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James 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.
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
116 episoade
Distribuie
