Think Business With Jon Dwoskin

Letting Go of the Reins for a Stronger Financial Future     In this episode, Jon and Nicole discuss: What a wealth advisor is and does Myths, facts and beliefs about finances How Nicole built her business The big picture     Key Takeaways and Actionable Success Principles: The top three goals that are most commonly important to Nicole's clients are: family/loved ones, wealth transfer, and tax minimization Having a professional assist with your finances gives room for an emotional disconnect and avoids the pitfall of making knee-jerk financial decisions Building a true genuine relationship and showing your clients that you care is the difference between making or breaking your business It's crucial that a client's wealth advisor, CPAs and attorneys are working together     “Wealth advising is a means to an end not an end in and of itself; the end in itself is helping clients accomplish financial freedom to do what they want the most." - Nicole Gopoian Wirick   Connect with Nicole Gopoia