In this episode of the C4G Success Podcast, host John Kailunas II welcomes Chip Petrillo, a financial advisor with a passion for service and a deep understanding of the financial landscape. They discuss Chip's journey into financial services, the importance of empathy in client relationships, and the transition from institutional finance to retail advising. Chip shares valuable insights on 401k plans, common misconceptions about retirement planning, and the evolving retirement landscape. The conversation also touches on personal experiences and lessons learned from clients, culminating in a light-hearted discussion about Philadelphia sports culture.
If you would like to be a guest
Podcast Closing
