In this engaging episode, architect Martha and financial advisor Aaron Moore discuss the critical role of trust, collaboration, and human connection in their respective fields. They explore how building strong relationships with clients and teams leads to successful outcomes, whether in designing a home or managing wealth. Martha shares her approach to personalized service and teamwork, while Aaron reflects on the value of learning from colleagues and embracing the support of others in both his career and personal life. Together, they highlight the importance of fostering genuine connections in an increasingly isolated world, reinforcing the idea that success comes from working together.

Learn more and watch more episodes here: https://exponential-wealth.blubrry.net/

Learn more about Aaron here: https://www.sagecrestwealth.com/team/aaron-moore

The latest episode of Exponential Wealth with Aaron B. Moore of SageCrest Wealth Management features Krystle Kaul of Krystle Klear Communications. They discuss her background in technology and government, her recent run for Congress, and her work helping small businesses and firms navigate government contracting. Not to mention, how it all applies back to financial planning.

Learn more and watch more episodes here: https://exponential-wealth.blubrry.net/

Learn more about Aaron here: https://www.sagecrestwealth.com/team/aaron-moore

The latest episode of Exponential Wealth with Aaron B. Moore of SageCrest Wealth Management features Matthew Falconer of CrossCountry Mortgage.

The discussion revolved around the benefits of homeownership, the process of securing a mortgage, and the importance of financial planning in relation to real estate.

The conversation also touched on the current state of the real estate market and the opportunities it presents.

Learn more and watch more episodes here: https://exponential-wealth.blubrry.net/

“If borrower A is prepared and borrower B isn’t prepared, this person’s scrambling. This person’s prepared. They both offer a million dollars for the house, let’s say. But this person has all their paperwork, and early, we can go faster. We don’t need some of the other baggage, so to speak, with this sort of slow pace offer. What offers the seller going to take? The faster, better, stronger offer.” – Matthew Falconer

Join Aaron Moore in an enlightening conversation with Michael Schmitz, retired CEO of SageCrest Wealth Management, as they dive into the world of financial planning, careers, retirement and industry insights in the latest episode of “Exponential Wealth”.

They discuss Michael’s career, his transition to retirement, and his insights on the future of the financial advising industry. Discover valuable takeaways on strategic financial planning, the role of referrals in the industry, and the importance of financial education for informed decision-making. Tune in now for expert advice and inspiring anecdotes from a seasoned professional in the financial advising arena.

Learn more at aaronbmoore.com

In the latest episode of Exponential Wealth, Aaron B. Moore of SageCrest Wealth Management is joined by guest Carly Seiff, an expert Realtor at Compass. They discuss the importance of real estate, the current state of the real estate market, and the changes coming due to the National Association of Realtors (NAR) settlement.

Learn more at https://www.aaronbmoore.com/

In the latest episode of Exponential Wealth, Aaron B. Moore of SageCrest Wealth Management and guest Alex Lerch of Oak & Stone Marketing discuss the importance of building strong client relationships, and the use of technology in the financial advisory industry. The discussion also touched on the impact of AI on communication, the changing ways advisors need to share information with clients, and the importance of understanding clients’ needs.

Learn more at https://www.aaronbmoore.com/

Hunter Moore, my brother, has been a great source of inspiration and style for me my entire life. Many years ago we would sit around and talk about philosophy and politics, music and life. Fast forward years later and Hunter has built a life he is proud of, and one that many may wish to follow. His journey began in sound for film in post-production, transitioned to working on set of major films and tv series for Netflix and the other big Hollywood studios. Quietly and behind the scenes Hunter has been building a lifestyle that will allow him to step away from the gruelling hours that are required to work in Hollywood. This is where Hunter’s journey into real estate investing begins and where our story picks up. Hunter’s work trajectory is one that many of our clients wish to emulate as they build income streams that will allow them to step away from work or work on their terms.

Carly has been running a successful real estate practice here on the peninsula for over the past decade, and knows a thing or two about the home buying and selling process. Please join us as we discuss the home buying process, the first steps to take when looking to buy, and the team you’ll need to put together for the journey. Buying a home can be one of the most stressful and exciting adventures you can take on. There are hard and soft skills to understand the process, and a whole lot of consideration to make. Listen in as Carly and I discuss those considerations to get you smart about your next home purchase. Hopefully our conversation sparks some ideas and further questions, but most importantly gets you to take action. Listen in as Carly and I discuss: –