Description

Simon Brady is a seasoned financial advisor specializing in individuals coming out of a divorce, suddenly single (widows), millennials and individuals that are between the ages of 20-40, and immigrants, all underserved demographics that get taken advantage of due to emotional stress, naivety, or language barriers.

We discuss:

• An unusual niche for a financial advisor that many would avoid [1:50]
• The benefits of a fee-only basis for both entrepreneurs and clients in the financial field [4:44]
• Why the wolf quit Wall Street [7:11]
• Shifting lives instead of shifting millions of dollars [10:26]
• The time to get creative about arranging your time [13:38]
• Why it’s crucial you realize what you don’t know [15:48] 
• How to keep a steady flow in the pipeline [17:04]

Learn more about Simon at https://www.angliaadvisors.com.

Brief Description of Gift

A free initial consultation, plus Simon’s "Family and Friends" discounted hourly rate if they sign up for a Per Hour engagement

URL for free gift

https://www.angliaadvisors.com