The Journey of an Advisor
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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 Journey of an Advisor
Podcast Episode Description: This episode features conversations with several Barnum Financial Group financial advisors as they each discuss their personal and professional journey as a financial advisor.
This episode features the following financial professionals:
Ben Howarth, CASL®, RICP® | Financial Advisor | Financial Services Executive | Investment Advisor Representative | Special Care Planner
Bryan Rosen, AIF®, CASL® | Financial Planner | Financial Services Executive | Investment Advisor Representative
Jason Bayuk, CFP® | Financial Advisor | Financial Services Executive | Investment Advisor Representative
Norman Leslie, LUTCF, CASL®, ChFC® | Financial Advisor | Financial Services Executive | Investment Advisor Representative
00:00 Intro
00:53 Benjamin Howarth | Being an Advocate for Your Clients
07:07 Bryan Rosen | Hitting the Ground Running
16:10 Jason Bayuk | Striving to Make an Impact
20:38 Norman Leslie | Putting in the Effort Every Day
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.
CRN202804-8638130
88 episodes