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GOING SOLO - David Shriner-Cahn EPISODE 61, 2nd October 2020
Solo with Less Stress Featuring Simon Brady
00:00:00 00:23:33

Solo with Less Stress Featuring Simon Brady

Simon Brady is a seasoned financial advisor specializing in individuals coming out of a divorce, suddenly single (widows), millennials and individuals that are between the ages of 20-40, and immigrants, all underserved demographics that get taken advantage of due to emotional stress, naivety, or language barriers.

We discuss:

  • An unusual niche for a financial advisor that many would avoid [1:50]
  • The benefits of a fee-only basis for both entrepreneurs and clients in the financial field [4:44]
  • Why the wolf quit Wall Street [7:11]
  • Shifting lives instead of shifting millions of dollars [10:26]
  • The time to get creative about arranging your time [13:38]
  • Why it’s crucial you realize what you don’t know [15:48] 
  • How to keep a steady flow in the pipeline [17:04]

Learn more about Simon at https://www.angliaadvisors.com.

Brief Description of Gift

A free initial consultation, plus Simon’s "Family and Friends" discounted hourly rate if they sign up for a Per Hour engagement

URL for free gift

https://www.angliaadvisors.com