#25 Pioneering New Paths and Practices w/ Brian Carney, CEO, RiversEdge Advisors, LLC
Ultra High Net Worth Clients with Chris Brodhead
English - December 20, 2023 16:38 - 38 minutes - 40.2 MBFilm Interviews TV & Film Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Brian Carney (https://www.riversedgeadvisors.com/), CEO of River's Edge Advisors shares his incredible journey of transitioning from a would-be physical therapist to a financial advisor. He touches on the importance of focusing on actual financial planning over selling products and the deep impact advisors can have on a client's life, drawing from personal experiences.
In this episode, Chris and Brian discuss:
1. The Importance of Open Communication
2. The Power of Regular Check-ins
3. The Value of Complementary Skill Sets in Partnerships
4. Building Relationships and Growing Your Network
Brians Links:
LinkedIn: https://www.linkedin.com/in/briancarneycfp/
Website: https://www.riversedgeadvisors.com/
Twitter: https://twitter.com/Brian_J_Carney/
Books Mentioned:
https://www.amazon.com/10x-Easier-Than-World-Class-Entrepreneurs/dp/140196995X
https://www.amazon.com/Behavioral-Investor-Daniel-Crosby/dp/0857196863
https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681
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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.