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Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal
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Navigating Financial Advisory in a Changing World with Andrew Nemes

51:09
 
साझा करें
 

Manage episode 437232513 series 2895276
Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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

  continue reading

115 एपिसोडस

Artwork
iconसाझा करें
 
Manage episode 437232513 series 2895276
Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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

  continue reading

115 एपिसोडस

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