In this episode of The Entrepreneurial Edge, host Dawn Gagye interviews Jeffrey Florio, founder of Old Oak Advisors. They discuss the importance of working with a fee-only fiduciary and how it can transform your financial future. Jeffrey explains what sets fiduciaries apart from other financial advisors and highlights crucial factors such as risk tolerance, portfolio management, and the personal touch required in financial planning. They also discuss how technology and AI can aid but never replace the human element in financial advisory. If you're curious about ensuring your financial advisor works in your best interest or if you're a business owner looking to achieve your financial goals, this conversation is a must-listen.

00:00 Introduction to The Entrepreneurial Edge

01:38 Meet Jeffrey Florio: The Fiduciary Advantage

02:45 Understanding the Perfect Client

05:46 The Fiduciary Difference Explained

10:13 The Client Onboarding Process

13:40 Navigating Financial Goals and Risks

23:50 The Entrepreneurial Journey of Old Oak Advisors

25:40 The Human Touch in Technology

26:38 Efficiency and Accuracy in Account Management

27:23 Embracing Technology with Caution

28:06 Leveraging AI for Business Growth

28:59 The Importance of Human Oversight

31:00 Client Education and Personalized Service

33:58 Future Vision for Old Oak Advisors

40:06 Connecting with Old Oak Advisors

43:22 The Entrepreneurial Edge: Final Thoughts

Jeffrey Florio Contact:

Website: www.oldoakadvisors.com 

LinkedIn: https://www.linkedin.com/in/jeffreyflorio/

Facebook: https://www.facebook.com/OldOakAdvisors

Dawn Gagye Contact:

Website www.tracerstrategicmarketing.com

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Linkedin https://www.linkedin.com/in/dawngagye/ 

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