Your Finances Are a Marathon | The Summit View скачать в хорошем качестве

Your Finances Are a Marathon | The Summit View

In this episode of The Summit View, Scott Schwitzer and John Congdon explore the qualities that define a great financial advisor. They discuss why advisors should take the time to truly get to know their clients rather than relying on a risk tolerance questionnaire alone. The conversation highlights the importance of adaptability, emphasizing that just as markets are reactive, financial planning should be grounded in a personal understanding of your goals and the path to achieving them. John Congdon also shares insights from his more than 10 years in the industry, including how he builds lasting relationships and approaches financial planning with a client focused mindset. Ready to take the next step? Book an appointment today to start a conversation about your goals and how to get there. https://calendly.com/d/crvf-7cz-rfn/d... 👇 Explore more Click the links below to learn more about our wealth management services https://peakamericanfinancial.com/ https://linktr.ee/PeakAmericanInvestm... Discover how a fiduciary advisor can align your investments with your goals https://calendly.com/d/crvf-7cz-rfn/d... SUBSCRIBE for ongoing insights on investing, markets, and financial planning!