Brian Goodstadt is a wealth management professional at Paragon Capital, where he specializes in providing investment management, tax planning, retirement planning, and comprehensive wealth management services to high-net-worth individuals. Operating on a fee-only basis. With over 30 years of experience in the investment industry and more than 15 years of working directly with individual clients, Brian is passionate about helping his clients achieve their financial goals.
In this episode Chris and Brian discuss:
- Why Building Trust Outweighs Short-Term Gains
- Listening as a Superpower
- Why Integrity is Non-Negotiable in Wealth Management
- Understanding Stock Options and Restricted Awards
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!
