In this episode we explore some of the hottest topics in wealth management today with Richard Calhoun, Chief Executive Officer at Laidlaw Wealth Management.

Richard shares his unique perspective and experience on:

Coronavirus:

How has COVID-19 changed businesses?

How should you plan and handle situations like COVID-19?

What steps could you take TODAY to prepare and help your clients/employees.

Worries & concerns.

Difference between 08, 09 & 10 market VS. today’s market.

How do you protect your investments and businesses during a crisis?

Does press and social media influence the way advisors and business owners think?

What happens to building businesses now and what happens next?

How to keep a client focused mindset – what can you do today.

And much more.

It’s an episode that covers a great deal of ground – solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

 

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BIOGRAPHY

Richard Calhoun is Chief Executive Officer of Laidlaw Wealth Management – a wholly subsidiary of Laidlaw Holdings. Previously, he was the president of a private investment boutique firm in the Maryland/DC metro market and prior to that was a managing director at Well Fargo Advisors Financial Network (FiNet), the independent advisor channel of Wells Fargo Advisors. He also has held leadership roles with Smith Barney and Legg Mason. He began his career as a financial advisor with Merrill Lynch.

Richard at different times in his career has had responsibility for practice management, business development, recruiting, products ands services and M&A. Je has been a financial advisor, sales manager, branch manager, regional director and, most recently, president and equity partner of a private investment management company.

Richard is married with three children. He enjoys coaching youth athletics and was president of the Montgomery Township Baseball Softball Association. He is active with both his alma mater, Cornell University, and high school, LaSalle College High School (Wyndmoor, PA), and is a member of the Maxwell Football Club’s board of directors.