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#10 How To Earn Generational Trust With Clients w/ Robert Fragasso, Chairman & CEO, Fragasso Financial Advisors
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Robert Fragasso (https://www.fragassoadvisors.com/), the founder of Fragasso Financial Advisors, with over 51 years of success in the industry. Bob shares his journey into finance and the keys to building trust with clients for generations.
With more than five decades of experience in the investment management and financial planning fields, Bob leads Fragasso Financial Advisors as chairman and chief executive officer.
He has combined his experience in the industry with his entrepreneurial spirit, carefully constructing a vision that has positioned the firm for growth and longevity.
He has paid particular attention to refining the firm’s processes and systems to make the inner workings of the company extremely efficient, including rigorous investment management processes and personalized financial planning for each client devoid of proprietary product bias. Bob has put a highly evolved management team in place to provide unparalleled quality assurance and perpetuity for the firm.
LinkedIn: https://www.linkedin.com/in/robertfragasso/
Website: https://www.fragassoadvisors.com/
Twitter: https://twitter.com/FragassoAdvisor
Book: https://www.amazon.com/Starting-Your-Own-Practice-Independence/dp/1119723000
Animal Friends for Veterans: https://www.thinkingoutsidethecage.org/
---------------------------------------------------------------------------------------------------------------------------
Maximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
Twitter: https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400
Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website: https://uhnwc.com
Work with us: https://famousfounder.com/
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
View all episodes
By Chris Brodhead
5
6464 ratings
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Robert Fragasso (https://www.fragassoadvisors.com/), the founder of Fragasso Financial Advisors, with over 51 years of success in the industry. Bob shares his journey into finance and the keys to building trust with clients for generations.
With more than five decades of experience in the investment management and financial planning fields, Bob leads Fragasso Financial Advisors as chairman and chief executive officer.
He has combined his experience in the industry with his entrepreneurial spirit, carefully constructing a vision that has positioned the firm for growth and longevity.
He has paid particular attention to refining the firm’s processes and systems to make the inner workings of the company extremely efficient, including rigorous investment management processes and personalized financial planning for each client devoid of proprietary product bias. Bob has put a highly evolved management team in place to provide unparalleled quality assurance and perpetuity for the firm.
LinkedIn: https://www.linkedin.com/in/robertfragasso/
Website: https://www.fragassoadvisors.com/
Twitter: https://twitter.com/FragassoAdvisor
Book: https://www.amazon.com/Starting-Your-Own-Practice-Independence/dp/1119723000
Animal Friends for Veterans: https://www.thinkingoutsidethecage.org/
---------------------------------------------------------------------------------------------------------------------------
Maximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
Twitter: https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400
Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website: https://uhnwc.com
Work with us: https://famousfounder.com/
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
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