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Bryan Montemurro (https://www.linkedin.com/in/bryanmontemurro/) is a Certified Financial Planner™ at Two West Advisors, which offers services to employer-sponsored retirement plans, financial wellness programs, and wealth management clients. Alongside his Two West family is his role as a Financial Coach at GoalPath Solutions, LLC., an independent RIA, and serves over $1.5B in retirement plan assets. Formed in 2018, GoalPath Solutions was recognized by the Financial Times as one of America’s Top 401 Retirement Plan Advisers and also received 401(k) Specialist Magazine’s Top Advisor by Participant Outcomes (TAPO) Award for the month of October.

In this episode, Chris and Bryan discuss:

1. How to Build Trust and Ease Client Concerns

2. Understanding and Assisting High-Net-Worth Clients with Anxiety

3. Webinar Strategies That Work

4. Financial Health Meets Wealth

LinkedIn: https://www.linkedin.com/in/bryanmontemurro/ Company LinkedIn: https://www.linkedin.com/company/two-west-companies/ https://www.linkedin.com/company/goalpath-solutions-llc/

Website: https://twowestadvisors.com/who-we-are/               https://www.goalpathsolutions.com/ 

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Website: https://uhnwc.com 

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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.