Paul Carroll is the CEO of Avion Wealth, LLC, and a highly successful financial advisor managing over $750 million in assets. He shares insights from his early days, his time in the Air Force, his education, his disillusion with traditional finance roles, and how he eventually found his calling in creating a consultative financial advisory firm. He discusses the importance of mentorship, his firm’s pivot during the 2008 recession, and how targeting C-suite executives and successful business owners with a growth mindset became the key to his success. Carroll also covers the significance of content marketing, establishing credibility, the role of professional networks like EO in business growth, and his commitment to providing value beyond traditional financial advising.
In this episode, Chris and Paul discuss:
- Understanding Multiple Markets in Wealth Management
- Attracting C-Suite Clients
- Facts On Entrepreneurship
- Building Trust and Relationships with Business Owners
Connect with Paul:
Twitter │ Instagram
Paul Carroll’s Books:
https://www.amazon.com/stores/author/B01DOLTGPG/allbooks?ingress=0&visitId=b6c4f7fb-b329-484b-b52b-05cbcbeaff74
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!
