Ep. 10 - Effectively Serving Sports & Entertainment Clients - an Interview with Andrew "Money" Martz

In this podcast we'll interview Andrew Martz (or Money Martz to his friends), a Los Angeles based wealth manager who specializes in the sports and entertainment industry.  Andrew has acquired a client base in what is arguably one of the most difficult target markets.  He will share with us the steps he takes to truly understand his prospective clients' thoughts, attitudes, and concerns regarding wealth - and what they hope to achieve by working with an advisor. He'll describe how his system helps clients stay on track to achieve their goals and aspirations even during this down market.  And lastly, he'll tell us how he enjoys incredible client loyalty, advocacy, and lasting friendships with his clients by creating an engaging sense of community.  You may not wish to target a market as specialized as Andrew's.  But the takeaways about how he branded himself, adopted a world class process, and created a meaningful engagement may inspire you to think about how you can serve your favorite ideal clients.