In this episode of The Top Advisor Podcast, join our host Matt Lovejoy and his guest, David Lee Buselmeier, a financial advisor at Beacon Capital Management, to learn more about his experience in the business world and his advice for financial advisors. Beacon Capital Management helps with managing your wealth, tax, and estate planning.
Having the Opportunity to Influence People David Lee Buselmeier said that the best thing about him being a top financial advisor is having the opportunity to influence people. He wants to make the world of financial planning a more caring, effective, and efficient place for everybody. Many financial advisors aren’t helping and talking to their clients enough to help them in their business, leaving clients with a lot of questions. Some clients say that some of their financial advisors disappear on them for years! David believes that showing clients you care and having camaraderie in your company is crucial to effective financial planning.
About David Lee Buselmeier:
David Lee is the newest advisor to the team at Beacon Capital Management. He graduated from Western Kentucky University with a degree in Corporate Financial Management. After graduation, David continued his education in WKU’s CFP® Board registered program, where he earned his Certificate of Personal Financial Planning. He has worked as an independent financial advisor since finishing his education. In addition to working as a Financial Advisor, David Lee is also working to obtain the CERTIFIED FINANCIAL PLANNERᵀᴹ practitioner certification and the Accredited Investment Fiduciary® (AIF®) designation, to ensure that his clients are providing the most appropriate and comprehensive financial planning possible.
David Lee is very passionate about his faith, and he genuinely cares about everyone he sits down with. He and his wife, Morgan, both love living in Nashville and are active members of their church, Brentwood Church of Christ. Outside of work, David Lee loves playing sports, spending time outdoors, and is a big Nashville Predators fan. Outline of the Episode: The best thing about being one of the top financial advisors is having the opportunity to influence people. The constant struggle between prioritizing the urgent and the important in the business. As a financial advisor, it is essential to show that you care about your clients. David acknowledges leaders Brooke Cassady and Patrick Portman. It is important to have camaraderie in the team. Where can people find and hear about Beacon Capital Management.
Outline of the Episode:
The best thing about being one of the top financial advisors is having the opportunity to influence people.
The constant struggle between prioritizing the urgent and the important in the business.
As a financial advisor, it is essential to show that you care about your clients.
David acknowledges leaders Brooke Cassady and Patrick Portman.
It is important to have camaraderie in the team.
Where can people find and hear about Beacon Capital Management.
Resources:
David Lee Buselmeier’s Linkedin https://www.linkedin.com/in/david-lee-buselmeier
Website https://beaconcm.com/ Contact 615-224-9794
Brooke Cassady’s Linkedin https://www.linkedin.com/in/brooke-cassady
Patrick Portman’s Linkedin https://www.linkedin.com/in/pportman/
Connect with Matt Lovejoy! Linkedin https://www.linkedin.com/in/matthewlovejoy/
Website https://www.adviceperiod.com/?team=matt-lovejoy
Email matt.lovejoy@adviceperiod.com Contact (424) 281-3606
