Joe Soto : Wall Street Demystify #askjoesoto

By Joe Soto

Wall Street can be confusing to most…

There are so many opinions and headlines everywhere. Who are they looking out for????

....My clients are good and honest hardworking people that need a little ... more

FAQs about Joe Soto : Wall Street Demystify #askjoesoto:

How many episodes does Joe Soto : Wall Street Demystify #askjoesoto have?

The podcast currently has 72 episodes available.

Joe Soto : Wall Street Demystify #askjoesoto episodes:

June 29, 2019 The shiny object syndrome makes you pull over to the side of the road and forget your destination...
He who does not stand for something fall for anything. What does your financial plan stand for?
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11min
June 28, 2019 ONE THOUSAND CLIENTS
The number of clients that an advisor has will determine the level of service that you will get.
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18min
June 27, 2019 Does everyone need a financial advisor and can everyone afford one?
Wall Street and the educational system come up short in teaching us about money. The cards are stacked again us.
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27min
June 26, 2019 Don't miss this episode where we talk about kids and money
In this episode we talked about the Dynamics between money and the family and what to do when people see you as an ATM machine...
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25min
June 25, 2019 Who's helping you and do they really care?
Sometimes we give and we don't get back. Wall Street has a bad reputation I'm taking in the whole lot and not giving back too much in terms of client appreciation. TuneIn today as I talked about batuqui mindsets and philosophies of advisors today. So you can make the best decision for you and your family.
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9min
June 24, 2019 The written plan will help you no doubt. But perhaps the one who benefits most is your advisor.
When the next recession happens what will your financial advisor recommend to you if they don't have a written plan. What if all 500 clients call at the same time? How will they feel and how will that impact you?
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11min
June 23, 2019 The Long Term Care Crisis...
Issues revolving around Long Term Care. It impacts more people than you think.
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6min
June 22, 2019 In this episode we focus on progress and not Perfection with your finances.
Don't beat yourself up focus on progress not Perfection but whatever you do take action don't just stand still and do nothing.
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6min
June 21, 2019 Take a stand or get in the stands...
In this epidode I discuss why you should not just be a bystandard to your finances. How it's important that you have a good understanding of where you are and how much risk your exposed to in relation to your goals.
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9min
June 20, 2019 The culture in the industry is that you're supposed to have all the answers and this is dangerous
Most Big firms provide comprehensive Solutions only to clients that have 10- 25 million and they do not allow their representative to Leverage The expertise outside of the firm leaving a large part of the population exposed because they don't have a synergistic team looking out for their best interest.
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
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19min

FAQs about Joe Soto : Wall Street Demystify #askjoesoto:

How many episodes does Joe Soto : Wall Street Demystify #askjoesoto have?

The podcast currently has 72 episodes available.

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Joe Soto : Wall Street Demystify #askjoesoto

FAQs about Joe Soto : Wall Street Demystify #askjoesoto:

How many episodes does Joe Soto : Wall Street Demystify #askjoesoto have?

Joe Soto : Wall Street Demystify #askjoesoto episodes:

FAQs about Joe Soto : Wall Street Demystify #askjoesoto:

How many episodes does Joe Soto : Wall Street Demystify #askjoesoto have?