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Clients' Perspective of Financial Planning Journey
Manage episode 377449108 series 3494562
Вміст надано Barnum Financial Group. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Barnum Financial Group або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.
Episode Topic: Financial Education in the Workplace
Guest: Dan Flynn, Chief Revenue Officer, Barnum Financial Group
Bio: Listen to you. Learn about you. Deliver advice and solutions that help you achieve the future you want. Put your best interests first. This is part of the Barnum Promise and it’s meant for our clients. It’s also how I describe my approach to building relationships in our business. As Chief Revenue Officer for the Barnum Financial Group I’m continually looking for opportunities to expand relationships and align Barnum resources to drive growth.
Our mission at Barnum is to enrich to as many lives as possible. Barnum is about people, from our clients to advisors to members of our support team. We consistently promote a growth mindset which leads to a winning and family-like culture.
This industry is fast-changing, and part of Barnum’s success is having the ability to be nimble and recognize opportunities for growth with innovation, leveraging emerging technology, and more importantly, investing in our people. The future is bright here at Barnum.
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CRN202606-4549426
30 епізодів
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