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Nicholas Pope: Tailored Financial Strategies: Key to Long-Term Financial Success
- 2024/12/04
- 再生時間： 27 分
- ポッドキャスト
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サマリー
あらすじ・解説
Nicholas Pope's mission is to have a positive impact on people. Professionally, he has chosen to help clients and their families plan for and maintain a financial sense of confidence by implementing strategies designed to preserve the wealth clients have created and helping to build a legacy for future generations. Listen to this informative Legacy Leaders episode with Nicholas Pope about tailored financial strategies. Here is what to expect on this week’s show: ● Nicholas emphasizes the significance of pursuing certifications like the Certified Financial Planner (CFP) designation to align his professional goals with his aspirations. ● Nicholas’ firm, Washington Avenue Advisors, focuses on providing personalized financial strategies tailored to each client's unique needs and goals. This approach emphasizes the importance of customized financial planning to ensure that clients' individual circumstances are taken into account for effective wealth management. ● Nicholas discusses The Legacy Lab project. A project at Washington Avenue Advisors that assists business owners in planning for the future, ensuring that their personal and financial goals are aligned for a smooth transition or sale. Connect with Nicholas Pope: Website: www.waadvisors.com LinkedIn: https://www.linkedin.com/in/nicholasbpope/ With your Guest Host: James Moore James L. Moore, JD, Counselor at Law, principle and founder of The Law Offices of James L. Moore, PC is known as the “expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environment which allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clients plan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business. Website: https://mooreandkerbawy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices