Paul C. Ragone is the founder and President of Integrity Wealth Services. Paul has over 20 years of experience as a financial advisor, an Accredited Wealth Management Advisor (AWMA), and an Accredited Asset Management Specialist (AAMS). Paul emphasizes client education and communication, which helps eliminate much of the distractions most investors face each day.
In this episode, Chris and Paul discuss:
- From Orphan Clients to Million-Dollar Success
- How to Build Client Trust When Starting from Scratch
- Why Physicians and Engineers Make Great Clients—And How to Serve Them
- Handling Regulation Challenges
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
