#34 Turning Your Clients' Children Into Clients w/ Jorge Padilla, Principal, Senior Client Advisor and Director of Investments at Meira

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Jorge Padilla (https://www.meirawealth.com/) is a principal, senior client advisor and director of investments at Meira, an independent financial advisory firm. 

In this episode Brian and Jorge discuss:

• Pro Tips For Transitioning a Client to a New Advisor
• How to Build and Lead a Financial Advisor Team
• Remote Working in Financial Services
• Getting Your First Client as a Financial Advisor
• How To Convert Your Clients' Children Into Clients

And so much more!

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