Ryan Williamson: Fiduciary Principles and Client-Centric Strategies

Description

Since 2000, Ryan has been providing financial guidance driven by the uniqueness of each of his clients. He has found his true passion in helping them create personalized, long-term financial strategies built around what is distinctly important to them. Ryan is also the author of the book “Drafting Your Financial Quarterback: What You Need to Know When Hiring a Financial Planner.” Ryan lives in LaGrange with his wife Jami and their two children Aidan and Alayna.

In this episode, Philip and Ryan Williamson discuss:

How to be a client-centric advisor
Building a strong community network
Ensuring successful succession planning
The importance of motivation and desire

Key Takeaways:

Be a client-centric advisor by becoming an Investment Advisor Representative and upholding a fiduciary standard that puts the client’s interests first and foremost. Focus on building long-term relationships with clients and building trust.
Build a network of strong community relationships. Choose to connect with and give referrals to people who share similar values and capabilities. Recognize the value of coaching and continuous learning in personal and professional growth.
In order to ensure successful succession planning, business owners must start the process early on in their career. Consider the challenge of transitioning clients to a firm that can continue to provide the same level of service.
Oftentimes, motivation and a strong desire to succeed is what gets people through difficult circumstances and challenges. Be true to yourself, build resilience, and invest in your continuous learning so that you can achieve consistent success. Coaches and mentors provide a lot of value in this area.

“Learning is the key and having multiple relationships allows individuals to really create relationships that are in their best interest.” - Ryan Williamson

Connect with Ryan Williamson:

Website: https://www.horizonwealth.biz/

LinkedIn: https://www.linkedin.com/in/rpw22/

Ryan’s Band, Evil Burrito: https://evilburritoband.com/

Connect with Philip:

Website: https://www.fornarolaw.com/

Podcast Website: https://lbmpodcast.com/

"X": https://x.com/FornaroLaw

Pinterest: https://www.pinterest.com/philipfornaro/

YouTube: https://www.youtube.com/@fornarolaw3002

LinkedIn: https://www.linkedin.com/in/fornarolaw

Instagram: https://www.instagram.com/fornarolaw/