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Joe Soto : Wall Street Demystify #askjoesoto episodes
- 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?---Send in a voice message: https://anchor.fm/joseph-valentino-soto/message11 min
- ONE THOUSAND CLIENTSThe number of clients that an advisor has will determine the level of service that you will get.---Send in a voice message: https://anchor.fm/joseph-valentino-soto/message18 min
- 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.---Send in a voice message: https://anchor.fm/joseph-valentino-soto/message27 min
- Don't miss this episode where we talk about kids and moneyIn this episode we talked about the Dynamics between money and the family and what to do when people see you as an ATM machine...---Send in a voice message: https://anchor.fm/joseph-valentino-soto/message25 min
- 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.---Send in a voice message: https://anchor.fm/joseph-valentino-soto/message9 min
- 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?---Send in a voice message: https://anchor.fm/joseph-valentino-soto/message11 min
- The Long Term Care Crisis...Issues revolving around Long Term Care. It impacts more people than you think.---Send in a voice message: https://anchor.fm/joseph-valentino-soto/message6 min
- 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.---Send in a voice message: https://anchor.fm/joseph-valentino-soto/message6 min
- 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.---Send in a voice message: https://anchor.fm/joseph-valentino-soto/message9 min
- The culture in the industry is that you're supposed to have all the answers and this is dangerousMost 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.---This episode is sponsored by· Anchor: The easiest way to make a podcast. https://anchor.fm/app---Send in a voice message: https://anchor.fm/joseph-valentino-soto/message19 min
About Joe Soto : Wall Street Demystify #askjoesoto
From the publisher's feed
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 bit of guidance. Guidance with Integrity.
So, join me on this ride as we try to have fun with the topic of finance and explain things in a language we can all understand.
Wall Street Demystified is designed to show you the problems, possibilities, and the path to financial Freedom you and your family Deserve.
Join me today….
I’m on your side and the deck is stacked AGAINST you...