Paul Stack, an Accredited Portfolio Management Advisor, is a Financial Advisor at Wisdom Rock Financial Advisory Group, a private wealth advisory practice of Ameriprise Financial Services. In today’s episode, Paul shares his transition from teaching Social Studies for 30 years to becoming a financial advisor. Learn how his background in education has uniquely positioned him to better serve his clients. Paul and Chris discuss important strategies for growing a financial advisory practice and the significance of effective client communication.
In this episode, Chris and Paul discuss:
- Paul’s Career Transition From Education to Financial Advising
- The Benefits of Having Tax Expertise in Wealth Management
- Effective Client Engagement and Communication Strategies
- Building a Successful Advisory Practice Through Community Involvement
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!
