On today’s episode of THE FINANCIAL COMMUTE, host Chris Galeski invites Wealth Advisor Beau Wirick to discuss our new service offering, Modearn. 

Beau says while ultra-high-net-worth clients are the typical demographic served by wealth management firms, the financial services industry is overlooking a crucial segment of prospects: NextGen individuals who are still building their wealth, careers, and families. Modearn is here to bridge this gap.

Regularly, Modearn clients will be in touch with their advisor to review a specific topic like tax planning, debt management, maximizing credit card benefits, estate planning, company benefit planning, etc., so every aspect of one’s financial picture is analyzed in a digestible way. Modearn clients will also be introduced to our network of experts, coaches, lawyers, and accountants to ensure access to a wide range of knowledge and advice. Beau and Chris are excited for our team of advisors to help Modearn clients enjoy the present, save for the future, make the best financial decisions for themselves and their families, and improve their financial literacy.

If you would like to learn more about Modearn, visit our website and follow us on Instagram.

Disclosure:

Information presented herein is for discussion and illustrative purposes only. The views and opinions expressed by the speakers are as of the date of the recording and are subject to change. These views are not intended as a recommendation to buy or sell any securities, and should not be relied on as financial, tax or legal advice. You should consult with your financial, legal, and tax professionals before implementing any transactions and/or strategies concerning your finances.