565 - Thoughtful Financial Advisors with ReSure's Bernard Reisz
The Thoughtful Entrepreneur · Josh Elledge · UpMyInfluence.com & PodVerified.com
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Show Notes
Achieve financial freedom.
The guest on this episode is Bernard Reisz, the Lead Strategist at ReSure Advanced Financial Planning Concepts and 401 Checkbooks.
Bernard doesn't agree with fancy titles in the financial industry. He feels like he's seen clients be told that they had to depend on an expert with fancy letters and titles behind their names all too often. His message is about fostering financial self-determination and sufficiency in his clients. His company has two sides, one dealing with more broad financial planning, and the other focusing on more niche needs like 401k planning, IRAs, and more.
Learn more about how Bernard connects with clients and caters to their needs and more on this episode of The Thoughtful Entrepreneur.