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The Day-to-Day of Advisors

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Manage episode 486631969 series 3504649
Content provided by Paul Blanco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Blanco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Podcast Episode Title: The Day-to-Day of Advisors

Podcast Episode Description: An important thing to consider when deciding to become a financial advisor is what your typical, day-to-day truly looks like. This episode looks back on our conversations with financial advisors about their experiences.

This episode features the following financial professionals:

  • Brooke Hourigan | Financial Planner
  • Scott Panza, LUTCF, AIF® | Financial Planner | Financial Services Executive | Investment Advisor Representative
  • Joe Bogardus, CFP®, ChFC®, AIF®, CCPS® | Financial Planner | Financial Services Executive | Special Care Planner
  • Brian Ward | Financial Planner | Wealth Management Advisor

00:00 - Intro

00:49 - Brooke Hourigan | Finding a Balance in Your Career

07:26 - Scott Panza | Sticking to Your Path

11:18 - Joe Bogardus | This is Not a 9-5 Job

18:23 - Brian Ward | Approach Every Day with Tenacity

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202805-8669946

  continue reading

92 episodes

Artwork
iconShare
 
Manage episode 486631969 series 3504649
Content provided by Paul Blanco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Blanco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Podcast Episode Title: The Day-to-Day of Advisors

Podcast Episode Description: An important thing to consider when deciding to become a financial advisor is what your typical, day-to-day truly looks like. This episode looks back on our conversations with financial advisors about their experiences.

This episode features the following financial professionals:

  • Brooke Hourigan | Financial Planner
  • Scott Panza, LUTCF, AIF® | Financial Planner | Financial Services Executive | Investment Advisor Representative
  • Joe Bogardus, CFP®, ChFC®, AIF®, CCPS® | Financial Planner | Financial Services Executive | Special Care Planner
  • Brian Ward | Financial Planner | Wealth Management Advisor

00:00 - Intro

00:49 - Brooke Hourigan | Finding a Balance in Your Career

07:26 - Scott Panza | Sticking to Your Path

11:18 - Joe Bogardus | This is Not a 9-5 Job

18:23 - Brian Ward | Approach Every Day with Tenacity

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202805-8669946

  continue reading

92 episodes

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