#27 Maximizing Marketing and Asset Management w/ Ray Ferrara, Founder, ProVise Management Group, LLC

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Ray Ferrara (https://www.provise.com/), is the founder of ProVise Management Group and an experienced financial advisor with 52 years in the industry. Ferrara shares his journey from selling computers to becoming a certified financial planner, leading to his role in the development of the ProVise Management Group. ProVise stands out due to its unique work structure, where all team members are on a salary basis, removing any conflict of interest with clients. Ferrara emphasizes the importance of providing reliable financial advice to clients of all economic levels and strongly advocates for financial literacy and effective financial acumen in youth.

In this episode, Chris and Ray discuss:
1. Building a Successful Financial Planning Firm
2. Client Acquisition and Growth Strategies
3. The Importance of Financial Literacy
4. The Future of Financial Advising

LinkedIn: https://www.linkedin.com/in/rayferraraprovise/
Website: https://www.provise.com/

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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.