Keith Brandt, a financial advisor with a wealth of experience, brings a unique perspective to managing complicated family situations. With over 40 years in the industry, Keith has seen it all, and he's been a trusted advisor to countless clients, especially women in financial transition. As a co-founder of California Wealth Transitions, Keith has developed a keen understanding of the complex needs of women facing major life changes, such as retirement, divorce, or the loss of a spouse. His dedication to helping clients navigate these challenging times has made him a sought-after expert in his field.
Listen to this informative Legacy Leaders episode with Keith Brandt about Women in Transition, Collaboration is Key, Referral Sources, Choosing an Advisor, and Ideal Client.
Here is what to expect on this week’s show:
● Understand the power of collaboration between financial experts in achieving client success
● Look into methods that aid women encountering significant financial transformations
● Delve into handling the hurdles that come with managing complex family situations
● Master the process of selecting the most suitable financial advisor for a seamless partnership
● Appreciate the importance of keeping clients' best interests at heart
Connect with Keith Brandt:
Website: https://cawealth.com/
LinkedIn: https://www.linkedin.com/in/transitionexpert/
Email: advice@cawealth.com
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