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.
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