Mastering Your Financial Life — Episode 68
In this episode of Mastering Your Financial Life, Judy Heft interviews Todd Stankiewicz, president and CIO of SYKON Capital. Todd's mission is to transform the wealth management experience. At SYKON, they champion a pioneering approach that goes beyond traditional risk metrics.
Tune in to this episode for these key takeaways:
* The Revolution of Behavioral Finance in Wealth Management — How behavioral finance has transformed the traditional methods of wealth management, and why the everyday investor needs to understand this shift
* Tailoring Financial Advice to Client Core Values — Rather than solely focusing on a client's financial goals that may change as time passes, Todd highlights the importance of tailoring to core values, which remain consistent
* Innovative Technologies and Their Role in Modern Financial Decision-making — How cutting-edge tools, like the ones used at SYKON Capital, help in capturing the human essence behind financial decisions
* Education and Empowerment in Financial Planning — How individuals can educate themselves to make empowered financial decisions that resonate with their life goals
Learn more from and connect with Todd Stankiewicz:
* Connect with Todd on LinkedIn: https://www.linkedin.com/in/todd-stankiewicz-chfc%C2%AE-cfp%C2%AE-cmt%C2%AE-5b517a57/
* Follow Sykon Capital on LinkedIn: https://www.linkedin.com/company/sykon-capital
* Visit Sykon Capital's website: https://www.sykoncapital.com/
* Follow Sykon Capital on Facebook: https://www.facebook.com/people/Sykon-Capital-LLC/100094605116024/
* Follow Sykon Capital on Twitter: https://twitter.com/SykonCap
* Follow Sykon Capital on Instagram: https://www.instagram.com/sykoncap/
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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.
* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
* Visit Judith Heft & Associates' Website: http://www.judithheft.com/
Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980
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