Artwork

Content provided by Charlie Van Derven. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charlie Van Derven or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

A CFP...with 2.8K Households? with Jude McDonough

38:50
 
Share
 

Manage episode 350315974 series 3368829
Content provided by Charlie Van Derven. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charlie Van Derven or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of RIA Collective, host Charlie Van Derven is joined by financial advisor Jude McDonough to discuss the journey of transitioning from the banking world to the financial advising industry. Jude emphasizes the importance of putting the needs of your clients first, and how crucial it is to fully understand the households you are serving in order to truly act as a fiduciary. He speaks about the challenges and rewards of making the move to independence, and how it allows advisors to better serve their clients. Tune in to hear Jude's insights on the importance of prioritizing client relationships and the benefits of working independently in the financial industry.
Jude McDonough
LinkedIn
Website

  continue reading

54 episodes

Artwork
iconShare
 
Manage episode 350315974 series 3368829
Content provided by Charlie Van Derven. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charlie Van Derven or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of RIA Collective, host Charlie Van Derven is joined by financial advisor Jude McDonough to discuss the journey of transitioning from the banking world to the financial advising industry. Jude emphasizes the importance of putting the needs of your clients first, and how crucial it is to fully understand the households you are serving in order to truly act as a fiduciary. He speaks about the challenges and rewards of making the move to independence, and how it allows advisors to better serve their clients. Tune in to hear Jude's insights on the importance of prioritizing client relationships and the benefits of working independently in the financial industry.
Jude McDonough
LinkedIn
Website

  continue reading

54 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide