Show notes
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 GiftA free initial consultation, plus Simon’s "Family and Friends" discounted hourly rate if they sign up for a Per Hour engagementURL for free gifthttps://www.angliaadvisors.com