Building a Foundation with Conner Kolodge

The Top Advisor Podcast

Join Matt and Conner Kolodge as they chat about impacting people’s lives through wealth management. Conner is an advisor with Cherry Tree Wealth Management, guiding clients through the different challenges of investment tax estate insurance planning to ensure that their financial assets are aligned with their life goals.

In this episode, you’ll learn:

• Having a huge financial impact by being involved in clients’ lives.
• The impossibility of being valuable at all aspects of the job.
• The value of building a foundation to be able to help others.
• Creating a reason to be a part of the conversation.
• Acknowledging wins and not being too complacent.

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About Cherry Tree Wealth Management:

Cherry Tree Wealth Management, LLC (CTW) is a fee-only fiduciary advisory firm. Our professional and experienced advisors specialize in investment management coupled with holistic financial planning to align our client’s personal interests with their financial assets. We place clients at the forefront to understand their current situation and address the financial demands of today along with the increasing changes of tomorrow.

CTW is an SEC registered investment advisor and fiduciary advisory firm that designs personalized low-cost portfolios based on our clients current situation, resulting in a proprietary “One-Page Financial Plan”. We employ a team of fee-based professionals and experienced advisors, most of whom have professional designations such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP). Twin Cities Business Magazine has named many of our advisors as “FIVE STAR Wealth Managers” in 2016, 2017, 2018, 2019 and 2020.

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You can find Conner Kolodge on...

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

Website: https://cherrytreewealth.com/