Your Finances Are a Marathon | The Summit View
Автор: Peak American Investment Advisors
Загружено: 2026-02-09
Просмотров: 89
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In this episode of The Summit View, Scott Schwitzer and John Congdon explore the qualities that define a great financial advisor. They discuss why advisors should take the time to truly get to know their clients rather than relying on a risk tolerance questionnaire alone. The conversation highlights the importance of adaptability, emphasizing that just as markets are reactive, financial planning should be grounded in a personal understanding of your goals and the path to achieving them. John Congdon also shares insights from his more than 10 years in the industry, including how he builds lasting relationships and approaches financial planning with a client focused mindset.
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