Jenny McCosley is a Senior Wealth Advisor based in Beacon Pointe’s North Carolina office and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Jenny began her financial planning and investment management career in 2008 and has gained valuable experience working in community banking, private trust, and registered investment advisory firms. Jenny finds the people she works with as fascinating as finance, and she enjoys helping individuals and couples bring to life their retirement goals.
In this episode, Chris and Jenny discussed:
- The Power of Curiosity in Client Conversations
- Working with Families Who Have Children with Special Needs
- The Role of Vulnerability in Trust-Building
- Helping Advisors Get Comfortable with “The Messy Middle”
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
