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In this episode we’re joined by Chris Serrano, Performance Manager at EXOS and James Boyd, Wealth Management Advisor at Van Buren Financial Group. One is an expert in fitness, the other is an expert in finance, but each day they tackle the same challenge—helping clients achieve their goals.
Chris and James sit down with FS Investments Director of Client Value Add Programs Ginevra Czech to share insights on goals and goal setting. They discuss the necessity of “starting with why,” the best ways to stay motivated and the awesome power of celebrating wins.
Have a question for our experts? Text us for a chance to have your questions answered on the next episode.
To watch the video version, go to https://www.youtube.com/@FSInvestments
For more research insights go to FSInvestments.com
https://bit.ly/m/fsinvestments
5
3535 ratings
In this episode we’re joined by Chris Serrano, Performance Manager at EXOS and James Boyd, Wealth Management Advisor at Van Buren Financial Group. One is an expert in fitness, the other is an expert in finance, but each day they tackle the same challenge—helping clients achieve their goals.
Chris and James sit down with FS Investments Director of Client Value Add Programs Ginevra Czech to share insights on goals and goal setting. They discuss the necessity of “starting with why,” the best ways to stay motivated and the awesome power of celebrating wins.
Have a question for our experts? Text us for a chance to have your questions answered on the next episode.
To watch the video version, go to https://www.youtube.com/@FSInvestments
For more research insights go to FSInvestments.com
https://bit.ly/m/fsinvestments
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