Mario Hernandez (www.longevitywealthmanagement.com) is a Certified Financial Planner™ with over 30 years of experience in retirement planning and wealth management. He helps individuals and families make informed financial decisions through his firm’s proprietary PulsePoint Formula, building multi-generational relationships rooted in trust and education. Mario writes monthly for Kiplinger and has been featured in Real Simple, NerdWallet, and U.S. News & World Report. He holds a Bachelor of Science in Accounting and Finance from Cal State University, Hayward, and a master’s in financial planning from Golden Gate University.
In this episode, Chris and Mario discuss:
- The Power of Focus: Stop Doing It All and Start Growing
- Planning Over Performance: The Real Differentiator
- Want Loyalty? Help with More Than Just Investments
- The Best Advice Is the Advice You Live By
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!
