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#103 From Educator to Advisor: The Power of Listening and Inquiry w/ Paul Stack, Financial Advisor, Wisdom Rock Financial Advisory Group.
Download Chris's FREE E-Book “How To Find Ultra High Net Worth Clients” https://UHNWC.com/
About This Episode
Paul Stack (https://www.linkedin.com/in/paul-stack-apma%E2%84%A2-70166525/), an Accredited Portfolio Management Advisor, is a Financial Advisor at Wisdom Rock Financial Advisory Group, a private wealth advisory practice of Ameriprise Financial Services.
In this episode, Paul shares his inspiring journey of transitioning from a 30-year career as a Social Studies teacher to becoming a financial advisor. Leveraging his background in education, Paul provides unique insights into client service and communication.
Key Topics Discussed
- Paul’s Career Transition: From Teaching to Financial Advising
- The Value of Tax Expertise in Wealth Management
- Client Engagement and Effective Communication Strategies
- How Community Involvement Supports Advisory Practice Growth
Connect With Paul Stack
LinkedIn: https://www.linkedin.com/in/paul-stack-apma%E2%84%A2-70166525/
Website: https://www.ameripriseadvisors.com/team/wisdom-rock-financial-advisory-group/ Maximize Your Marketing and Amplify Your AUM
Follow Ultra High Net Worth Clients on social media:
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/fa DISCLAIMER
This content is provided by Chris Brodhead for general informational purposes only and does not constitute an offer to buy or sell securities or investments. Investing involves risk, including potential loss of principal. Please consult your investment advisor to evaluate your personal goals, risk tolerance, and needs before making investment decisions.
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By Chris Brodhead
5
6363 ratings
Download Chris's FREE E-Book “How To Find Ultra High Net Worth Clients” https://UHNWC.com/
About This Episode
Paul Stack (https://www.linkedin.com/in/paul-stack-apma%E2%84%A2-70166525/), an Accredited Portfolio Management Advisor, is a Financial Advisor at Wisdom Rock Financial Advisory Group, a private wealth advisory practice of Ameriprise Financial Services.
In this episode, Paul shares his inspiring journey of transitioning from a 30-year career as a Social Studies teacher to becoming a financial advisor. Leveraging his background in education, Paul provides unique insights into client service and communication.
Key Topics Discussed
- Paul’s Career Transition: From Teaching to Financial Advising
- The Value of Tax Expertise in Wealth Management
- Client Engagement and Effective Communication Strategies
- How Community Involvement Supports Advisory Practice Growth
Connect With Paul Stack
LinkedIn: https://www.linkedin.com/in/paul-stack-apma%E2%84%A2-70166525/
Website: https://www.ameripriseadvisors.com/team/wisdom-rock-financial-advisory-group/ Maximize Your Marketing and Amplify Your AUM
Follow Ultra High Net Worth Clients on social media:
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/fa DISCLAIMER
This content is provided by Chris Brodhead for general informational purposes only and does not constitute an offer to buy or sell securities or investments. Investing involves risk, including potential loss of principal. Please consult your investment advisor to evaluate your personal goals, risk tolerance, and needs before making investment decisions.