Financial Advisor's Workshop with Brian Kasal #45 Top 3 Things That Matter: Religion, Family, and Money w/ Jeff Nauta | Principal at Henrickson Nauta W. A.
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Jeff Nauta (http://www.hnwealthadvisors.com) is a partner at Henrickson Nauta Wealth Advisors and an RA that has been in business for over 16 years.
Jeff talks about how he got into the industry and his partnership with Douglas Henrickson.
In this episode, Brian Kasal And Jeff Nauta discuss:
1. Breaking Down the IRS Regulations on Exchange Funds 2. Why Alternatives May Be An Option for Your Investment Portfolio 3. The Benefits of Investing in Non-Correlating Asset Classes 4. The Importance of Taking Your Client's Success Personally
https://www.linkedin.com/in/jeff-nauta-cfa-cfp-caia-171a585/
http://www.hnwealthadvisors.com/pages/henricksonHome.aspx?spid=116462&ptype=HOME
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