Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC® скачать в хорошем качестве

Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC®

In this episode of the Active Advisor podcast, host Bryan Moore speaks with Steve Otten, CFP®, CRPC®, and Executive Vice President at Seventy2 Capital Wealth Management, about the transition from wholesaler to independent advisor. Join them as they discuss: • Navigating the transition from wholesaling to financial advisory • Combining Independence with Institutional Support • Client-Centric Philosophy: Letting Goals Drive Investment Decisions • Why Grey Hairs Matter: Experienced Yet Here for the Long Haul • Perspectives from being a younger-than-average advisor • Active Management: Adapting to Life's Non-Linear Nature Steve Otten is an Executive Vice President at Seventy2 Capital, where he focuses on assisting clients in planning and pursuing retirement income designed to support their desired lifestyle. He draws on over 15 years of industry experience and professional certifications like the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor designation. Steve employs a comprehensive wealth management approach from asset accumulation, and risk management to tax-efficient strategies and legacy planning. He is well versed in alternative investments and non-correlated assets to pursue well-diversified investment strategies and work towards his clients’ goals. Before joining Seventy Capital, he was a Vice President and Financial Advisor with Merrill Lynch, a Bank of America Company, where he was part of a team serving high-net-worth individuals and families. Steve holds a Bachelor of Science in Economics from the University of Maryland, College Park. AdvisorHub has recognized him as a 2023 Advisor to Watch and by Five Star Professionals as a 2023 Five Star Wealth Manager. Episode Highlights: 00:00 - Intro 01:33 - Early Investment Memory: Google Stock and University Connections 02:52 - From Wholesaler to Advisor: Building Long-Term Relationships 07:24 - Seventy2 Capital's Infrastructure: Combining Independence with Institutional Support 09:35 - Client-Centric Philosophy: Letting Goals Drive Investment Decisions 12:44 - The Age Advantage: Experienced Yet Here for the Long Haul 16:55 - Advice for Young Advisors: The Days are Long, but Years are Short 18:51 - Active Management: Adapting to Life's Non-Linear Nature 20:18 - Lightning Round: 60 Seconds with Steve Otten 21:23 - Closing Thoughts: Finding and Connecting with Seventy2 Capital Harbor Capital: [email protected] | https://harborcapital.com Bryan Moore:   / bryanmoore71   Steve Otten:   / steve-otten-cfp%c2%ae-crpc%c2%ae-3774165   Seventy2 Capital Wealth Management: https://www.seventy2capital.com/ Music provided by Tom Hunt / Music&SFX Pro, Artlist License The Active Advisor: • Apple Podcasts: https://apple.co/3G00p06 • Spotify: https://spoti.fi/3lWkDRA • bCast: https://podcasts.bcast.fm/the-active-... • YouTube:    • The Active Advisor   #activeadvisorpodcast #wealthmanagement #financialadvisor #investmentplanning