
Sign up to save your podcasts
Or
In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Rory O’Hara, CFP®, CRPC®, Founder and Senior Managing Partner at Ausperity Private Wealth.
In this episode, Rory shares the early career lessons he learned cold calling (communicate authority and grow a thick skin), how he helps his team learn and grow, and the ways his firm is helping baby boomers and high income millennials achieve their financial goals.
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/@
For more research insights go to https://futurestandard.com/insights
5
3636 ratings
In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Rory O’Hara, CFP®, CRPC®, Founder and Senior Managing Partner at Ausperity Private Wealth.
In this episode, Rory shares the early career lessons he learned cold calling (communicate authority and grow a thick skin), how he helps his team learn and grow, and the ways his firm is helping baby boomers and high income millennials achieve their financial goals.
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/@
For more research insights go to https://futurestandard.com/insights
9,207 Listeners