• Episode 276: Building a Strong Financial Foundation, with Derek Mazzarella

  • 2024/08/21
  • 再生時間: 35 分
  • ポッドキャスト

Episode 276: Building a Strong Financial Foundation, with Derek Mazzarella

  • サマリー

  • Derek Mazzarella, CFP® is a dedicated financial advisor committed to helping individuals pursue financial freedom. With a strong background in management from Bryant University, Derek’s passion for assisting others led him to become a Certified Financial Planner (CFP®).

    With a track record of serving hundreds of clients, Derek’s financial acumen earned him the prestigious Five Star Wealth Professional in 2018, 2019, 2021 and 2022.* His financial insights have been featured on local news stations as well as reputable financial publications. Derek’s commitment to his community is evident through his support of local nonprofits.

    What You Will Learn:

    • Who is Derek Mazzarella?

    • Derek shares his career journey.

    • What is the importance of retirement planning?

    • Derek shares his experience of losing clients due to layoffs and the challenges of starting a financial advising career during a recession.

    • Derek emphasizes the need for advisors to proactively reach out to clients during market downturns to ensure they are on track with their financial goals.

    • The need for individuals to assess their current financial situation and set goals for the future.

    • What are the strategies for dealing with market drops?

    • What are the Common retirement planning mistakes?

    • Focus on your own financial goals and avoid comparing themselves to others who may have different financial situations.

    • The importance of aligning purchases with core values.

    • Derek shares how everyone can contact him.

    Additional Resources from Derek Mazzarella:

    • Website: http://mygfpartner.com/

    • Email: dmazzarella@mygfpartner.com

    • Linkedin: https://www.linkedin.com/in/derekmazzarella

    • Facebook: https://www.facebook.com/mygfpartner

    • Twitter: https://twitter.com/mygfpartner

    • YouTube: https://www.youtube.com/@derekmazzarellacfp

    Attention Investors and Agents

    • Are you looking to grow your business?

    • Need to connect with aggressive like-minded people like yourself?

    • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

    • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

    Our NEW book is out...order yours NOW!

    Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

    Get your copy here: https://amzn.to/3SV0khX

    HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

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あらすじ・解説

Derek Mazzarella, CFP® is a dedicated financial advisor committed to helping individuals pursue financial freedom. With a strong background in management from Bryant University, Derek’s passion for assisting others led him to become a Certified Financial Planner (CFP®).

With a track record of serving hundreds of clients, Derek’s financial acumen earned him the prestigious Five Star Wealth Professional in 2018, 2019, 2021 and 2022.* His financial insights have been featured on local news stations as well as reputable financial publications. Derek’s commitment to his community is evident through his support of local nonprofits.

What You Will Learn:

  • Who is Derek Mazzarella?

  • Derek shares his career journey.

  • What is the importance of retirement planning?

  • Derek shares his experience of losing clients due to layoffs and the challenges of starting a financial advising career during a recession.

  • Derek emphasizes the need for advisors to proactively reach out to clients during market downturns to ensure they are on track with their financial goals.

  • The need for individuals to assess their current financial situation and set goals for the future.

  • What are the strategies for dealing with market drops?

  • What are the Common retirement planning mistakes?

  • Focus on your own financial goals and avoid comparing themselves to others who may have different financial situations.

  • The importance of aligning purchases with core values.

  • Derek shares how everyone can contact him.

Additional Resources from Derek Mazzarella:

  • Website: http://mygfpartner.com/

  • Email: dmazzarella@mygfpartner.com

  • Linkedin: https://www.linkedin.com/in/derekmazzarella

  • Facebook: https://www.facebook.com/mygfpartner

  • Twitter: https://twitter.com/mygfpartner

  • YouTube: https://www.youtube.com/@derekmazzarellacfp

Attention Investors and Agents

  • Are you looking to grow your business?

  • Need to connect with aggressive like-minded people like yourself?

  • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

  • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

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