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The Journey of an Advisor

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Manage episode 480900684 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 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

  continue reading

88 episodes

Artwork
iconShare
 
Manage episode 480900684 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 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

  continue reading

88 episodes

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