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Beyond Performance: Building a Wealth Management Business That Actually Matters
Manage episode 455780021 series 3580356
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In episode 7 of Thinking Independently, Conor Delaney interviews Noah Brooks, Chief Market Strategist at Good Life Companies. They discuss Noah's journey in the investment world, his early career, and the evolution of financial advisory services. The conversation delves into the importance of financial planning, the impact of emotions on investing, and the strategies that advisors should adopt to succeed in the industry. Noah shares valuable insights for newer advisors and emphasizes the need for a client-first approach in financial planning.
Visit GoodLifeCo.com/podcasts/thinking-independently for more episodes.
Good Life Companies is a stand-alone entity providing real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.
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