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Navigating Financial Advisory in a Changing World with Andrew Nemes
Manage episode 437232513 series 2895276
Contenuto fornito da Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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.
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#FinancialAdvisory #WealthManagement #ClientRelationships #FinancialAdvisor #Entrepreneurship #COVIDChallenges #BusinessStrategy #HealthAndWellness #HomeWorkouts #ChemicalFreeLiving #InfraredSauna
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