How to Serve Your Clients' Values, Behaviors, & Money w/Jim Kreid - Ep. #9
2022/11/01
再生時間： 49 分
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How to Serve Your Clients' Values, Behaviors, & Money w/Jim Kreid - Ep. #9

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サマリー
In today’s episode we talk with Jim Kreid of Solid Rock Retirement Strategies. Clients are people, and Jim breaks down how he serves their vales, behaviors, and money. Jim runs a very successful practice out of Peoria, IL and is an Amazon best seller.

Topics We Cover Include:
How Jim built himself, his team, and his business.
Value investing and why it matters.
Why having the right tools helps you serve your clients better.
How to manage your clients' values.
The behavioral side of planning.
Learn More About Blueprint
Learn More about Jim & Solid Rock
Learn More about Silver Oak

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC. Past performance is not necessarily indicative of future results.
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あらすじ・解説

In today’s episode we talk with Jim Kreid of Solid Rock Retirement Strategies. Clients are people, and Jim breaks down how he serves their vales, behaviors, and money. Jim runs a very successful practice out of Peoria, IL and is an Amazon best seller.

Topics We Cover Include:

How Jim built himself, his team, and his business.
Value investing and why it matters.
Why having the right tools helps you serve your clients better.
How to manage your clients' values.
The behavioral side of planning.

Learn More About Blueprint
Learn More about Jim & Solid Rock
Learn More about Silver Oak

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC. Past performance is not necessarily indicative of future results.

続きを読む一部表示