#1 Helping UHNWC's Establish Their Financial Legacy w/ Cindy Youngcourt, FA, Affinity Wealth Mgmt

Cindy Youngcourt (https://www.affinitywealth.com/) is a CERTIFIED FINANCIAL PLANNER™ practitioner for high-net-worth clients and has been in the Financial Services industry for over 20 years.

Cindy is passionate about creating unique strategies for clients, celebrating their successes, and working alongside them to achieve their goals. She is experienced and knowledgeable in all aspects of financial planning and helps clients make well-informed decisions

Cindy lives in North Wilmington with her husband Pat and children, Izaak and Amelia. She enjoys blogging, reading, traveling, and most of all spending time with her family and 2 dogs, Oliver and Bo. She spends most weekends in the Spring and Summer on their boat in the beautiful, historic town of Rock Hall, MD.

00:17 Intro
00:42 How Cindy got into the financial advising industry
2:30 Cindy's first FA industry jobs
4:00 How Cindy built her practice
5:15 Strategies to deliver a ton of value to clients
6:30 Best ways to find clients
8:00 Best way to deliver value to CPAs who refer you business
9:20 Creating a reciprocal referral network with CPAs
12:00 Cindy's ideal client
13:40 How to best serve UHNWC
15:30 Assuaging UHNWC's concerns
18:00 Most underutilized savings tool for retirement
21:30 How Cindy found her largest client
26:00 What Cindy is working towards

LinkedIn: https://www.linkedin.com/in/cindy-youngcourt-cfp%c2%ae-cpwa%c2%ae-8b8895150/
Website: https://www.affinitywealth.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.