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コンテンツは Paul Blanco によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Paul Blanco またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal
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Justin Williamson: Discover What Motivates Your Clients

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Manage episode 439142139 series 3504649
コンテンツは Paul Blanco によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Paul Blanco またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Justin Williamson, CFP®, ChFC® | Financial Planner | Investment Advisor Representative | Barnum Financial Group

Bio

  • Earned the CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
  • Earned designation for Chartered Financial Consultant (ChFC®)
  • Licensed to offer Securities Products
  • Licensed to offer Life, Health, Property, and Casualty Insurance
  • Former MetLife Leaders Conference Qualifier 2008, 2011, and 2014
  • Former MetLife Presidents Conference Qualifier 2016
  • Former MetLife Chairman of Group Advisory Counsel from 2014-2016
  • MassMutual Leaders Conference Qualifier 2018, 2019, 2020, 2022, 2023
  • 5 Star Wealth Manager Award Recipient (2018-2024)*
  • Graduated Montclair State University with a Bachelor of Arts in Business
  • Community activities include sponsorship with Morristown Soup Kitchen & Outreach Center and March of Dimes
  • Hobbies include traveling, cooking, and sports

Podcast Episode Description: Discover What Motivates Your Clients

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202709-7075793

  continue reading

62 つのエピソード

Artwork
iconシェア
 
Manage episode 439142139 series 3504649
コンテンツは Paul Blanco によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Paul Blanco またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Justin Williamson, CFP®, ChFC® | Financial Planner | Investment Advisor Representative | Barnum Financial Group

Bio

  • Earned the CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
  • Earned designation for Chartered Financial Consultant (ChFC®)
  • Licensed to offer Securities Products
  • Licensed to offer Life, Health, Property, and Casualty Insurance
  • Former MetLife Leaders Conference Qualifier 2008, 2011, and 2014
  • Former MetLife Presidents Conference Qualifier 2016
  • Former MetLife Chairman of Group Advisory Counsel from 2014-2016
  • MassMutual Leaders Conference Qualifier 2018, 2019, 2020, 2022, 2023
  • 5 Star Wealth Manager Award Recipient (2018-2024)*
  • Graduated Montclair State University with a Bachelor of Arts in Business
  • Community activities include sponsorship with Morristown Soup Kitchen & Outreach Center and March of Dimes
  • Hobbies include traveling, cooking, and sports

Podcast Episode Description: Discover What Motivates Your Clients

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202709-7075793

  continue reading

62 つのエピソード

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