Attracting

#FASuccess Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead, With Vanessa N. Martinez – Go Health Pro

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#FASuccess Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead, With Vanessa N. Martinez – Go Health Pro

Welcome everyone! Welcome to the 434th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Vanessa N. Martinez. Vanessa is the CEO of Expressive Wealth, an RIA based in Chicago, Illinois, that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core’ ultra-high-net-worth families. What’s unique … Read more

#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull – Go Health Pro

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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull – Go Health Pro

Welcome everyone! Welcome to the 419th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Peter Krull. Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. What’s unique about … Read more