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#10 How To Earn Generational Trust With Clients

Robert Fragasso (⁠⁠⁠@FragassoAdvisor), the founder of Fragasso Financial Advisors, with over 51 years of success in the industry. Bob shares his journey into finance and the keys to building trust with clients for generations.

With more than five decades of experience in the investment management and financial planning fields, Bob leads Fragasso Financial Advisors as chairman and chief executive officer.

He has combined his experience in the industry with his entrepreneurial spirit, carefully constructing a vision that has positioned the firm for growth and longevity.

He has paid particular attention to refining the firm’s processes and systems to make the inner workings of the company extremely efficient, including rigorous investment management processes and personalized financial planning for each client devoid of proprietary product bias. Bob has put a highly evolved management team in place to provide unparalleled quality assurance and perpetuity for the firm.

Book: https://www.amazon.com/Starting-Your-Own-Practice-Independence/dp/1119723000

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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!

#10 How To Earn Generational Trust With Clients w/ Robert Fragasso, Chairman & CEO, Fragasso Financial Advisors