18 Letting Go of the Reins for a Stronger Financial Future

Letting Go of the Reins for a Stronger Financial Future

In this episode, Jon and Nicole discuss:

• What a wealth advisor is and does
• Myths, facts and beliefs about finances
• How Nicole built her business
• The big picture

Key Takeaways and Actionable Success Principles:

• The top three goals that are most commonly important to Nicole's clients are: family/loved ones, wealth transfer, and tax minimization
• Having a professional assist with your finances gives room for an emotional disconnect and avoids the pitfall of making knee-jerk financial decisions
• Building a true genuine relationship and showing your clients that you care is the difference between making or breaking your business
• It's crucial that a client's wealth advisor, CPAs and attorneys are working together

"Wealth advising is a means to an end not an end in and of itself; the end in itself is helping clients accomplish financial freedom to do what they want the most." - Nicole Gopoian Wirick

Connect with Nicole Gopoian Wirick:

LinkedIn: https://www.linkedin.com/in/nicole-wirick-jd-cfp%C2%AE-1718841a/

Get Jon's book "The Think Big Movement: Grow your business big. Very Big!" here

Connect with Jon Dwoskin:

Website: http://jondwoskin.com/

Twitter: @jdwoskin

Facebook: https://www.facebook.com/jonathan.dwoskin

Instagram: https://www.instagram.com/Thejondwoskinexperience/

LinkedIn: https://www.linkedin.com/in/jondwoskin/

Email: jon@jondwoskin.com

Show notes by show producer: Anna Nygren

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.