Send us Fan Mail

Leading 400 registered reps as Founder and CEO at Coastal Wealth , Jeremy Straub joins today show. We discuss:

• His investment team's tiered-access approach to working with wholesalers and fund families, including stories of successful partnerships
• Funny stories from his time as an advisor and early sales training
• Overcoming throat cancer, and how that shaped his outlook on life and the impact that financial advisors have on clients

Jeremy is also the co-host of the Mindset Meets Money podcast.

Support the show