Who is the Captain of Your Ship?
Your Financial Plan-It · Synergy Capital Solutions
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Show Notes
Do you know who the person is that is navigating your team to success?
In this episode, David Vallieres speaks with Jordann Andrusiak, Bill Brown and Norton Stern as they discuss how they take on the primary responsibility as the quarterback calling the shots. They discuss the systematic process of leading advisors and professionals to achieve the clients’ goals.
In this episode, you will learn:
- What it means to collaborate with other professionals to get the best results for your clients
- How we work and collaborate with other advisors
- How we take the lead to overcome challenges
- What expectations we hold for the CPAs, attorneys or other professionals that we have partnerships with
- And more!
Tune in now to learn more about who is in charge of the group marching you down the field.
Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Bill Brown
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.