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The Philosophy of Financial Planning with Peter Tiboris [Episode 319]
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The Philosophy of Financial Planning with Peter Tiboris [Episode 319]
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このコンテンツについて
In this episode Matthew Jarvis interviews Peter Tiboris, a successful financial advisor who has scaled his practice to over $3.2 billion in assets under management. They discuss Peter's journey from cold calling to professionalizing his management team, the importance of philosophy in financial planning, and how to build sustainable client relationships. Peter shares the significance of simplicity and transparency in investment approaches, and the ideal characteristics of advisors for growth. The conversation emphasizes the need for a strong organizational culture and the importance of focusing on client objectives rather than just returns.
The Philosophy of Financial Planning with Peter Tiboris [Episode 319]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- Peter Tiboris Website| LinkedIn