• Episode 180: Your Future is Now: Lessons in Wealth Management

  • Nov 13 2024
  • Length: 17 mins
  • Podcast

Episode 180: Your Future is Now: Lessons in Wealth Management

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  • Summary

  • With almost twenty-five years of experience as a financial advising professional, Jeffrey Panik, MSFS, CFP® knows that his job is to help clients strike a balance between living well today and planning for the future. Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals, strategically manage their assets, and work toward achieving their dreams. The first in his family to attend college, Jeff believes it is imperative to start the discussion of financial literacy early to best prepare for financial success throughout life. Jeff served in the US Army after college, which, as part of his service agreement, paid the student loans he had accrued. He was honorably discharged and began working as a Financial Advisor trainee at a large brokerage firm. Though Jeff grew up in Southwestern Pennsylvania, he has lived in the Atlanta area for two decades. Jeff and his wife Rebecca currently live in Atlanta, Georgia. When he isn’t working, Jeff enjoys spending time with family, traveling, reading, and all types of sports. Listen to this insightful RIA episode with Jeffrey Panik about lessons in wealth management. Here is what to expect on this week’s show: - How the financial industry has shifted from proprietary products to a client-first approach. - Why it’s critical to stay ahead of technological changes in the industry. - How 95% of heirs lose inherited wealth because they lack financial education and literacy. - Why lifelong learning and continued education are crucial to add value for clients and to stay relevant. - How it can be difficult to stay ahead of technological advances while maintaining a personal touch with clients. Connect with Jeffrey: Links Mentioned: https://jeffreypanik.com/ Instagram: @yourfutureisnow12 Facebook: https://www.facebook.com/profile.php?id=61561132010284 Learn more about your ad choices. Visit megaphone.fm/adchoices
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