Financial Advisor's Workshop with Brian Kasal #47 Building Multi-Generational Client Relationships w/ Joe Breslin, Partner at Armstrong ∙ Dixon
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Joe Breslin, CFP® (https://www.armstrongdixon.com/) is a Partner at Armstrong ∙ Dixon. Joe assists business owners, executives, and affluent families in the areas of retirement planning, estate planning, business succession planning, and investment advisory services.
In this episode, Brian and Joe discuss:
- Why We Value Multi-generational Clientele
- Building Relationships Leads to Greater Success
- A Cushion of Cash: The Secret to Financial Confidence
- The Winning Mindset: How Losing Can Fuel Future Success
LinkedIn: https://www.linkedin.com/in/jbreslincfp/
Website: https://www.armstrongdixon.com/
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