Sign up to save your podcasts
Or
Share #52 Reshaping Finances With Heart and Determination w/ Guy Leman, Owner & CFP, Compass Financial
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#52 Reshaping Finances With Heart and Determination w/ Guy Leman, Owner & CFP, Compass Financial
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Guy Leman is a founder and CFP at Compass Financial Services. Guy shares his journey from a corporate ladder climber to a trusted financial advisor, influenced by personal family experiences. He discusses the core values and unique approach of Compass Financial, emphasizing the importance of independent advice, team ownership, and building a culture based on valuing personhood and excellence in listening.
In this episode, Chris and Guy discuss:
1- Client Success Stories
2- Importance of Planning and Succession in Business
3- How Genuine Care and Integrity Drive Growth
4- Growing a Practice While Staying True to Foundational Values.
LinkedIn: https://www.linkedin.com/in/guyleman/
Website: https://www.compassiowa.com/
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/fa
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/
Guy Leman is a founder and CFP at Compass Financial Services. Guy shares his journey from a corporate ladder climber to a trusted financial advisor, influenced by personal family experiences. He discusses the core values and unique approach of Compass Financial, emphasizing the importance of independent advice, team ownership, and building a culture based on valuing personhood and excellence in listening.
In this episode, Chris and Guy discuss:
1- Client Success Stories
2- Importance of Planning and Succession in Business
3- How Genuine Care and Integrity Drive Growth
4- Growing a Practice While Staying True to Foundational Values.
LinkedIn: https://www.linkedin.com/in/guyleman/
Website: https://www.compassiowa.com/
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/fa
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.
More shows like Ultra High Net Worth Clients with Chris Brodhead
View all
Exchanges
978 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
9,200 Listeners
The Megyn Kelly Show
38,577 Listeners
Retirement Tax Services Podcast
121 Listeners
Moneywise
645 Listeners