Show notes
In this episode, Jeff and Joe discuss:
- Joe’s professional journey in financial wealth management on both sides of the Atlantic.
- Building a financial advising firm with a mission and clarity of purpose.
- Utilizing resources to help going independent that were not available 20 years ago.
- Building reciprocal relationships with your clients and partners.
Key Takeaways:
- Understand your goal and the ultimate purpose of your firm. Use your skills to better the lives of others and solve the pain that they are having.
- The less we seek success and wealth, the more we actually find success and wealth because people have a radar and they can sense sincerity, mission, and intention.
- Give off your time if you can help without expecting anything in return.
- If you’re not offending someone - being thoughtfully provocative - you’re likely not speaking from the heart and with true candor.
"I never looked at this as a small company, even when we were zero. I always built the company with the intention of building a platform to help others. Whether it's me or whether it's other people, I wanted to build a system that would allow for providing solutions to others to alleviate that stress and anxiety around finance and investment." — Joe Cardello
Connect with Joe Cardello:
Website: https://www.augustwealthadvisors.com/
Facebook: https://www.facebook.com/AugustWealthAdvisors/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth