Part of the role of a good financial advisor is to be able to change with your clients and meet their needs to relieve their concerns.
Your market advisor should be able to identify those concerns and create a plan of action based on that information.
In this episode, David Vallieres talks to Norton Stern, advisor at Synergy Capital Solutions to discuss the financial setbacks he’s seen within his career and how he was able to manage them. Plus, how his financial outlook has changed as he aged.
David and Norton discuss:
- How he is adapting to financial concerns to prepare his clients for potential issues
- Modern technology and its potential misuses in the future
- The different mindsets of clients based on their age
- And more!
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Connect with Norton Stern:
About Our guest:
Norton Stern assists Synergy Capital Solutions as a specialist in institutions and charitable foundations. He began his financial services career in 1969 creating a diverse and multi-layered scope of experience. He also works with individuals and families to continually monitor and provide individualized plans. Prior to joining Synergy’s predecessor firm, he was the registered principal and president of Franklin Financial Investments, LLC. Norton holds the Series 1, 24, 63, 65 licenses along with Life, Health and Accident, and Variable Annuities Insurance licenses.