Behind the Curtain Finance

From Tragedy to Triumph: A Personal Tale of Financial Empowerment (Ep. 5)

Listen Later

What does it mean to truly put clients first in the world of finance?

Thomas J. Manetta at Manetta Wealth Management shares a compelling story of steadfast commitment and authenticity in serving clients. This episode dives into how Thomas helped a client navigate financial betrayal and personal adversity, reinforcing the value of building genuine, long-term relationships in financial advising.

Thomas delves into:

  • [00:00:53] The challenges and rewards of rescuing a client from a toxic financial relationship 
  • [00:09:55] Navigating personal tragedy alongside clients and the role of empathy in finance 
  • [00:12:59] How the landscape of financial services is evolving with technology and independent advisor models 
  •  [00:16:48] Encouraging a new generation of advisors to break free from traditional models and focus on client alignment
  • [00:18:03] Insights into the creation of a podcast as a means to share and educate about authentic financial advising.

    • Connect with Thomas Manetta: 

    • LinkedIn: Thomas Manetta
    • Manetta Wealth 
      • ...more
      View all episodesView all episodes
      Download on the App Store
      Behind the Curtain FinanceBy Thomas Manetta