• Navigating Financial Advisory in a Changing World with Andrew Nemes

  • Aug 30 2024
  • Length: 51 mins
  • Podcast

Navigating Financial Advisory in a Changing World with Andrew Nemes

  • Summary

  • Andrew Nemes, a financial advisor in Novi, Michigan, shares his unique background and how he got into financial advisory services. He comes from a family of CPAs, with his father also being a financial advisor. Andrew emphasizes the importance of learning about business operations and laws before entering the financial world. He discusses the challenges faced during the COVID-19 pandemic, including market drops and transitioning to virtual meetings. Andrew's clientele consists of physicians, entrepreneurs, and auto executives, focusing on building solid relationships with his clients.


    Story Notes:


    • Growing Up in a Competitive Household
    • Transitioning into Financial Advisory Services
    • Clientele and Specialties
    • Challenges Faced During COVID-19
    • Building Relationships with Clients
    • Adapting to Industry Trends and Opportunities for Financial Advisors
    • The Importance of Building Relationships in Financial Advisory
    • Home Workouts and the Benefits of Yoga and Acupressure
    • The Power of Sprouts and Chemical-Free Foods
    • The Health Benefits of Infrared Saunas and Nano Silver Products


    Learn more about Andrew Nemes here: https://www.linkedin.com/in/andrew-nemes-cpa-cima%C2%AE-2659a8b2/


    WEALTH: Not getting enough clients? Book a FREE

    (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.


    HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.


    #FinancialAdvisory #WealthManagement #ClientRelationships #FinancialAdvisor #Entrepreneurship #COVIDChallenges #BusinessStrategy #HealthAndWellness #HomeWorkouts #ChemicalFreeLiving #InfraredSauna

    Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Navigating Financial Advisory in a Changing World with Andrew Nemes

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.