Download “How to Find Ultra High Net Worth Clients” from ⁠⁠https://FinancialAdvisorsWorkshop.com⁠

Joe Breslin, CFP® (https://www.armstrongdixon.com/) is a Partner at Armstrong ∙ Dixon. Joe assists business owners, executives, and affluent families in the areas of retirement planning, estate planning, business succession planning, and investment advisory services.

In this episode, Brian and Joe discuss:

  • Why We Value Multi-generational Clientele
  • Building Relationships Leads to Greater Success
  • A Cushion of Cash: The Secret to Financial Confidence
  • The Winning Mindset: How Losing Can Fuel Future Success

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

Website: https://www.armstrongdixon.com/

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