In episode one, we learned about Billy Peterson, president of Peterson Wealth Services. And now, we meet Shaun and Cade, two financial advisors who not only share the same name as Billy, but also the same drive and passion.
Listen as Shaun and Cade explain the process they use to build relationships with clients, how they envision growing their business within the equine industry, and how Billy helped them launch their careers.
Shaun and Cade discuss:
How their interest in investing and finances was apparent in childhood
The different types of meetings they use when onboarding a new client
What it's like working with equine enthusiasts and why they enjoy it
And more!
Resources:
Introducing Harnessing Your Wealth: Meet Host Billy Peterson (Ep. 1)
The All American Futurity
Speedhorse Magazine
Connect with Shaun Peterson:
Peterson Wealth Services: Shaun Peterson
LinkedIn: Shaun Peterson
shaun@petersonws.com
801-475-4002
Connect with Cade Peterson:
Peterson Wealth Services: Cade Peterson
LinkedIn: Cade Peterson
cade@petersonws.com
801-475-4002
