18 Letting Go of the Reins for a Stronger Financial Future
Letting Go of the Reins for a Stronger Financial Future
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In this episode, Jon and Nicole discuss:
- What a wealth advisor is and does
- Myths, facts and beliefs about finances
- How Nicole built her business
- The big picture
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Key Takeaways and Actionable Success Principles:
- The top three goals that are most commonly important to Nicole's clients are: family/loved ones, wealth transfer, and tax minimization
- Having a professional assist with your finances gives room for an emotional disconnect and avoids the pitfall of making knee-jerk financial decisions
- Building a true genuine relationship and showing your clients that you care is the difference between making or breaking your business
- It's crucial that a client's wealth advisor, CPAs and attorneys are working together
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\u201cWealth advising is a means to an end not an end in and of itself; the end in itself is helping clients accomplish financial freedom to do what they want the most." - Nicole Gopoian Wirick
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Connect with Nicole Gopoian Wirick:
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LinkedIn: https://www.linkedin.com/in/nicole-wirick-jd-cfp%C2%AE-1718841a/
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Get Jon's book "The Think Big Movement: Grow your business big. Very Big!" here
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Connect with Jon Dwoskin:
Website: http://jondwoskin.com/
Twitter: @jdwoskin
Facebook: https://www.facebook.com/jonathan.dwoskin
Instagram: https://www.instagram.com/Thejondwoskinexperience/
LinkedIn: https://www.linkedin.com/in/jondwoskin/
Email: jon@jondwoskin.com
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Show notes by show producer: Anna Nygren
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Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.\xa0
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