Show notes
In this episode, Jeff and Mark discuss:
- Mark’s journey through the early years of his career in the wire house to being the Managing Partner at Veritas.
- Attributes to early success and attributes have been the key to his long career.
- The progression of business development.
- The important things to look for with mergers and acquisitions of other advisory firms.
Key Takeaways:
- The number one ingredient to success in whatever you do is hard work.
- In order for you to evolve and best serve your clients, you can’t do it alone.
- You have to grow and change as technologies grow and change to keep up with the market and what the clients are looking for and where they are looking.
- Put asking for the referral on the agenda. Make sure the customer feels good, and you feel good, but make the ask every time.
"When you start thinking about and incorporating their interests, goals, and objectives, just like a client, and if you can cater to that and create a vision, a strategy, that can execute on their personal professional goals, their skill sets, and their work ethic, it's impossible to not be successful." — Mark Roman
Connect with Mark Roman:
Website: https://veritasboston.com/
LinkedIn: https://www.linkedin.com/in/mark-roman-5a51b8b/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth