More Than Money & Taking Financial Advice from Social Media FinFluencers with Andrew Martz

Optimized Advisor Podcast

English - June 29, 2023 22:00 - 52 minutes - 48 MB - ★★★★★ - 17 ratings
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Previous Episode: Learn from An Optimized Advisor: Larry Sprung, Mitlin Financial

Next Episode: Leveraging Data for Optimal Financial and Insurance Planning with Robert Kirk, InterGen Data

On this week’s episode, Scott welcomed back Andrew Martz to the studio. As a New York native with offices located in Los Angeles, Denver, and Dallas, Andrew’s client base spans the country. His client roster ranges from busy executives, entrepreneurs, and professionals in the sports and entertainment industries. Andrew is the co-host of the “Dollars & Sensibilities” podcast show where he shares his expertise with listeners around the numbers, concepts, and behaviors that can shape a person’s financial life.

In this episode you will learn the following:

How Andrew co-wrote a book, More Than Money with a group of like-minded Financial AdvisorsSocial Media FinFluencers and why their advice may not be the best strategy The future of the financial advisor industryAndrew’s business optimization strategies

Listen to our previous episode with Andrew: Ep. 22 - Learn from An Optimized Advisor: Andrew Martz, WIS Advisors

Connect with Scott on LinkedIn
Connect with Andrew on LinkedIn

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]