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How Many People Can We Help

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Manage episode 447425369 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.

Guest: Ahmed Sourour, CPWA®, AIF®, RCIP® | Wealth Management Advisor | Reddington Sourour Advisory Group

Bio: We make the complex-simple.

We partner with families, executives, and business owners to develop long-term wealth and investment management strategies. We help our clients pursue their wealth management goals through careful advice, astute investment management and access to our firms’ resources. We have the knowledge and experience to help meet our client’s priorities and goals. My personal goal is to become a lifetime resource for each and every client.

We take a comprehensive approach with our clients and develop strategic wealth planning strategies. Personalized attentive service is the professional approach that we extend to all of our clients.

We believe in understanding every client’s individual situation before making any recommendations to them, as well as, keeping our clients abreast of today’s market conditions by informing them of the latest financial and insurance information.

By building long-term relationships and providing personal council, we can develop the strategies that help assure our clients’ financial security.

Specialties: Investment management, Retirement Strategies, Risk management, Business Succession, Estate Planning, Executive Benefit Strategies.

Podcast Episode Description: How Many People Can We Help

Follow Paul on Instagram: @paul.f.blanco

MetLife Disclosure:

PlanSmart is a product of MetLife Consumer Services, Inc. (MCS). MCS administers the PlanSmart program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.

Any content information provided as part of the PlanSmart program is for educational purposes only. It is not intended to provide legal, tax, investment, or financial advice or make any recommendation as to whether any investment or savings option is appropriate for you. Each individual’s legal, tax, and financial situation is unique; therefore, you should consult with your own attorney, accountant, financial professional or investment advisor regarding your specific circumstances. MetLife does not provide legal, tax, or investment recommendation or advice.

Third-party financial professionals provide 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. MMLIS is not affiliated with MCS or any of its affiliates.

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.

CRN202710-7430029

  continue reading

88 episodes

Artwork
iconShare
 
Manage episode 447425369 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.

Guest: Ahmed Sourour, CPWA®, AIF®, RCIP® | Wealth Management Advisor | Reddington Sourour Advisory Group

Bio: We make the complex-simple.

We partner with families, executives, and business owners to develop long-term wealth and investment management strategies. We help our clients pursue their wealth management goals through careful advice, astute investment management and access to our firms’ resources. We have the knowledge and experience to help meet our client’s priorities and goals. My personal goal is to become a lifetime resource for each and every client.

We take a comprehensive approach with our clients and develop strategic wealth planning strategies. Personalized attentive service is the professional approach that we extend to all of our clients.

We believe in understanding every client’s individual situation before making any recommendations to them, as well as, keeping our clients abreast of today’s market conditions by informing them of the latest financial and insurance information.

By building long-term relationships and providing personal council, we can develop the strategies that help assure our clients’ financial security.

Specialties: Investment management, Retirement Strategies, Risk management, Business Succession, Estate Planning, Executive Benefit Strategies.

Podcast Episode Description: How Many People Can We Help

Follow Paul on Instagram: @paul.f.blanco

MetLife Disclosure:

PlanSmart is a product of MetLife Consumer Services, Inc. (MCS). MCS administers the PlanSmart program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.

Any content information provided as part of the PlanSmart program is for educational purposes only. It is not intended to provide legal, tax, investment, or financial advice or make any recommendation as to whether any investment or savings option is appropriate for you. Each individual’s legal, tax, and financial situation is unique; therefore, you should consult with your own attorney, accountant, financial professional or investment advisor regarding your specific circumstances. MetLife does not provide legal, tax, or investment recommendation or advice.

Third-party financial professionals provide 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. MMLIS is not affiliated with MCS or any of its affiliates.

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.

CRN202710-7430029

  continue reading

88 episodes

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