#37 From Flight to Finance: Mastering Wealth Management w/ Paul Carroll, CEO, Avion Wealth, LLC

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠

Paul Carroll (https://www.avionwealth.com/) is the CEO of Avion Wealth, LLC, and a highly successful financial advisor managing over $750 million in assets. He shares insights from his early days, his time in the Air Force, his education, his disillusion with traditional finance roles, and how he eventually found his calling in creating a consultative financial advisory firm. He discusses the importance of mentorship, his firm's pivot during the 2008 recession, and how targeting C-suite executives and successful business owners with a growth mindset became the key to his success. Carroll also covers the significance of content marketing, establishing credibility, the role of professional networks like EO in business growth, and his commitment to providing value beyond traditional financial advising.

In this episode, Chris and Paul discuss:
1. Understanding Multiple Markets in Wealth Management
2. Attracting C-Suite Clients
3. Facts On Entrepreneurship
4. Building Trust and Relationships with Business Owners

LinkedIn: https://www.linkedin.com/in/pauljcarroll/
Website: https://www.avionwealth.com/
Twitter: https://twitter.com/AvionWealth/status/1565376475662090241
Instagram: https://www.instagram.com/avionwealth
Paul Carroll’s Books: https://www.amazon.com/stores/author/B01DOLTGPG/allbooks?ingress=0&visitId=b6c4f7fb-b329-484b-b52b-05cbcbeaff74

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.