Behind the Curtain Finance

Building Trust First: The Real Foundation of Financial Planning (Ep. 7)

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Trust and alignment form the bedrock of effective financial planning, but how do you build these foundations with clients?

In this episode, Thomas Manetta shares his journey from traditional financial advisory roles to founding Manetta Wealth Management, where he prioritizes conflict-free and transparent client relationships. He explores the essential components of financial planning, emphasizing simplicity, transparency, and long-term client alignment.

Thomas discusses:

  • [00:04:00] The shift from product-pushing in institutional settings to alignment-focused, comprehensive advice as an independent advisor
  • [00:07:52] How trust, established through transparent investment planning, sets the tone for all other aspects of client relationships
  • [00:09:07] How many clients don’t realize the fees they’re paying and benefit from being empowered with knowledge and transparency
  • [00:13:05] How emotional reactions to markets can derail long-term growth and the advisor’s role is to maintain perspective
  • [00:15:23] The future of advisory work is shifting from just investment strategy to planning around taxes, estates, and cash flow management
  • And more!

    • Connect with Thomas Manetta: 

    • (415) 640-2121
    • LinkedIn: Thomas Manetta
    • Manetta Wealth 
    • [email protected] 
      • ...more
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      Behind the Curtain FinanceBy Thomas Manetta