• Navigating Financial Advisory in a Changing World with Andrew Nemes

  • 2024/08/30
  • 再生時間: 51 分
  • ポッドキャスト

Navigating Financial Advisory in a Changing World with Andrew Nemes

  • サマリー

  • Andrew Nemes, a financial advisor in Novi, Michigan, shares his unique background and how he got into financial advisory services. He comes from a family of CPAs, with his father also being a financial advisor. Andrew emphasizes the importance of learning about business operations and laws before entering the financial world. He discusses the challenges faced during the COVID-19 pandemic, including market drops and transitioning to virtual meetings. Andrew's clientele consists of physicians, entrepreneurs, and auto executives, focusing on building solid relationships with his clients.


    Story Notes:


    • Growing Up in a Competitive Household
    • Transitioning into Financial Advisory Services
    • Clientele and Specialties
    • Challenges Faced During COVID-19
    • Building Relationships with Clients
    • Adapting to Industry Trends and Opportunities for Financial Advisors
    • The Importance of Building Relationships in Financial Advisory
    • Home Workouts and the Benefits of Yoga and Acupressure
    • The Power of Sprouts and Chemical-Free Foods
    • The Health Benefits of Infrared Saunas and Nano Silver Products


    Learn more about Andrew Nemes here: https://www.linkedin.com/in/andrew-nemes-cpa-cima%C2%AE-2659a8b2/


    WEALTH: Not getting enough clients? Book a FREE

    (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.


    HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.


    #FinancialAdvisory #WealthManagement #ClientRelationships #FinancialAdvisor #Entrepreneurship #COVIDChallenges #BusinessStrategy #HealthAndWellness #HomeWorkouts #ChemicalFreeLiving #InfraredSauna

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あらすじ・解説

Andrew Nemes, a financial advisor in Novi, Michigan, shares his unique background and how he got into financial advisory services. He comes from a family of CPAs, with his father also being a financial advisor. Andrew emphasizes the importance of learning about business operations and laws before entering the financial world. He discusses the challenges faced during the COVID-19 pandemic, including market drops and transitioning to virtual meetings. Andrew's clientele consists of physicians, entrepreneurs, and auto executives, focusing on building solid relationships with his clients.


Story Notes:


  • Growing Up in a Competitive Household
  • Transitioning into Financial Advisory Services
  • Clientele and Specialties
  • Challenges Faced During COVID-19
  • Building Relationships with Clients
  • Adapting to Industry Trends and Opportunities for Financial Advisors
  • The Importance of Building Relationships in Financial Advisory
  • Home Workouts and the Benefits of Yoga and Acupressure
  • The Power of Sprouts and Chemical-Free Foods
  • The Health Benefits of Infrared Saunas and Nano Silver Products


Learn more about Andrew Nemes here: https://www.linkedin.com/in/andrew-nemes-cpa-cima%C2%AE-2659a8b2/


WEALTH: Not getting enough clients? Book a FREE

(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.


HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.


#FinancialAdvisory #WealthManagement #ClientRelationships #FinancialAdvisor #Entrepreneurship #COVIDChallenges #BusinessStrategy #HealthAndWellness #HomeWorkouts #ChemicalFreeLiving #InfraredSauna

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