In this episode of How2Buy, I sat down with Matt Buchanan to talk through his journey from running an insurance business to becoming a full-service financial planner. We dug into what it really takes to earn a client’s trust, including holding high standards in who we partner with and building the kind of strategic alliances that allow us to give more complete, coordinated advice. One thing we both agree on is that we have a responsibility to guide clients through financial outcomes, especially during times of economic uncertainty when fear can cloud decision-making.

Mentioned in this episode: 

Matt Buchanan, CFP®, CEO and Founder of Buchanan Wealth Management https://www.buchananwealth.com/ 

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/ 

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