Letting Go of the Reins for a Stronger Financial Future In this episode, Jon and Nicole discuss: What a wealth advisor is and does Myths, facts and beliefs about finances How Nicole built her business The big picture Key Takeaways and Actionable Success Principles: The top three goals that are most commonly important to Nicole's clients are: family/loved ones, wealth transfer, and tax minimization Having a professional assist with your finances gives room for an emotional disconnect and avoids the pitfall of making knee-jerk financial decisions Building a true genuine relationship and showing your clients that you care is the difference between making or breaking your business It's crucial that a client's wealth advisor, CPAs and attorneys are working together "Wealth advising is a means to an end not an end in and of itself; the end in itself is helping clients accomplish financial freedom to do what they want the most." - Nicole Gopoian Wirick Connect with Nicole Gopoian Wirick: LinkedIn: https://www.linkedin.com/in/nicole-wirick-jd-cfp%C2%AE-1718841a/ Get Jon's book "The Think Big Movement: Grow your business big. Very Big!" here Connect with Jon Dwoskin: Website: http://jondwoskin.com/ Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/Thejondwoskinexperience/ LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: [email protected] Show notes by show producer: Anna Nygren Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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