In this introductory episode of the KPC Smart Money Podcast, Bryan Christ, Jay Angotti, and Stone Bethea explain how their advisory team works together behind the scenes to support clients. They break down the roles of service advisors, senior advisors, and operations, emphasizing coordination, proactive planning, and clear communication as the foundation of strong financial decisions. The episode sets the tone for future conversations focused on practical financial strategies, education, and long-term planning rather than short-term market hype.

3-4 Takeaways:

• Team-based planning matters: Clients benefit from a coordinated structure where service advisors manage communication and follow-through while senior advisors focus on strategy and investment decisions.
• Financial planning is ongoing: Taxes, markets, laws, and personal situations constantly change, so proactive updates and regular reviews are essential.
• Behind-the-scenes work is critical: Much of the value comes from coordination, beneficiary updates, renewals, and monitoring details that keep plans on track.

Whitepaper: Your Retirement Income Planning Checklist (Dually licensed version) 24 pages http://downloads.financial-resources.org/books/qmmm/