How to Build Wealth with Purpose | The Deep Dive | S1 E23
Автор: Investopedia
Загружено: 2025-05-13
Просмотров: 1104
Описание:
Cory Sims, an advisor in Cincinnati, talks with Deep Dive host Jay Hummel about how he’s setting the stage to be the advisor that his clients’ beneficiaries know and trust.
Cory Sims is the managing member and investment advisory representative for Sims Investment Management. He’s a graduate of the University of Cincinnati with a double major in finance and real estate and resides in greater Cincinnati.
00:00 Introduction
00:44 Cory's Background and Business
03:37 How to Use Options
05:56 How to Help Clients with Money
10:00 How Young Advisors Can Adapt
How to Build Wealth with Purpose | The Deep Dive | S1 E23
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