For over 25 years, Robert Schultz has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician’s unique and growing practice. He is a Certified Financial Planner currently connected with Artisan Capital Partners, formerly NWF Advisory.
In this episode, Chris and Robert discuss:
- Helping Clients Manage Saving vs. Spending Conflicts
- Growing Your Practice Through Educational Seminars
- Working with Negative Net Worth Clients
- How to Help Your Clients Transition from Debt to Wealth
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!
