From Grit to Growth: Unveiling Financial Industry Trends

Описание: Anthony Mazzali, CEO of CG Financial Services, boasts 25+ years in the financial industry. He's a managing partner at Capital Asset Advisory Services, Inc., and CG Advisory Network. As a registered Investment Advisor, Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP), he holds affiliations with prestigious institutions like the American College for Financial Planning. Tony's accolades include top 10% ranking in the American Express field force and membership in the Advanced Advisor Group.

In this episode of the What Matters Podcast, Tony discusses key financial industry topics with Mike and Ashley. The conversation touches on the value of hard work, challenges in the industry, and CG's strategic vision to grow to $10-20 billion. Tony emphasizes aligning wealth with clients' life purposes and warns about economic challenges, including unprecedented M2 money supply expansion. The interview offers valuable insights into wealth management, economic trends, and the importance of adaptability and strategic planning.

Topics include:
✅Anthony talks about his financial career and starting CG Financial Services
✅The importance of training and development
✅Strategic realignment to accommodate the challenges of a multi-generational workforce
✅Current challenges facing the financial industry
✅The value of continuous learning, challenging oneself, and not relying solely on formal education
✅Facing failures and building resilience to achieve success
✅Anthony talks about what the future looks like for CG Financial Services
✅And other topics…

Connect with Anthony:
Website: https://mycgfinancial.com/
LinkedIn:   / tony-mazzali-cfp%c2%ae-chfc%c2%ae-8a332132  

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