))
A CFP...with 2.8K Households? with Jude McDonough
Manage episode 350315974 series 3368829
Innehåll tillhandahållet av Charlie Van Derven. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Charlie Van Derven eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
In this episode of RIA Collective, host Charlie Van Derven is joined by financial advisor Jude McDonough to discuss the journey of transitioning from the banking world to the financial advising industry. Jude emphasizes the importance of putting the needs of your clients first, and how crucial it is to fully understand the households you are serving in order to truly act as a fiduciary. He speaks about the challenges and rewards of making the move to independence, and how it allows advisors to better serve their clients. Tune in to hear Jude's insights on the importance of prioritizing client relationships and the benefits of working independently in the financial industry.
Jude McDonough
LinkedIn
Website
54 episoder
Dela
