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Being Genuine with your Craft with Andrew Rosen

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Manage episode 312961328 series 3254005
Content provided by Caprice Gibson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caprice Gibson 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.

Join Matt Lovejoy and Andrew Rosen as they talk about being genuine with your craft. They get into the value of being able to do well by doing good, and the importance of keeping yourself true to what you do.

In this episode, you’ll learn:

  • Being engaged in the business of changing lives while being successful in doing it
  • There are no shortcuts to the work you do. The difficulty in managing time with a growing business.
  • Successful people do what unsuccessful people are unwilling to do.
  • Being genuine about caring for our clients and the business.
  • Rewarding the people that are the foundation of where you stand.

~

About Andrew Rosen:

Andrew Rosen joined the Diversified team in March of 2010. In his role as Financial Planner Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals.

Andrew loves helping others by spreading his knowledge on finance, investments and the pursuit of happiness/fulfillment. Not only does he write weekly blogs on these topics, but Andrew is a frequent contributor for many top media outlets and has been published in The Wall Street Journal, Barron’s, Financial Advisor Magazine, US News & World Report, USA Today, CNBC, Kiplinger, and many more.

In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER™ designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010.

Outside of Diversified, Andrew’s number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high-level squash player, a runner, and very average golfer.

~

You can find Andrew Rosen on...

LinkedIn: https://www.linkedin.com/in/andrewrosencfp/

Website: https://lifelongadvisors.com/

  continue reading

10 episodes

Artwork
iconShare
 
Manage episode 312961328 series 3254005
Content provided by Caprice Gibson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caprice Gibson 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.

Join Matt Lovejoy and Andrew Rosen as they talk about being genuine with your craft. They get into the value of being able to do well by doing good, and the importance of keeping yourself true to what you do.

In this episode, you’ll learn:

  • Being engaged in the business of changing lives while being successful in doing it
  • There are no shortcuts to the work you do. The difficulty in managing time with a growing business.
  • Successful people do what unsuccessful people are unwilling to do.
  • Being genuine about caring for our clients and the business.
  • Rewarding the people that are the foundation of where you stand.

~

About Andrew Rosen:

Andrew Rosen joined the Diversified team in March of 2010. In his role as Financial Planner Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals.

Andrew loves helping others by spreading his knowledge on finance, investments and the pursuit of happiness/fulfillment. Not only does he write weekly blogs on these topics, but Andrew is a frequent contributor for many top media outlets and has been published in The Wall Street Journal, Barron’s, Financial Advisor Magazine, US News & World Report, USA Today, CNBC, Kiplinger, and many more.

In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER™ designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010.

Outside of Diversified, Andrew’s number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high-level squash player, a runner, and very average golfer.

~

You can find Andrew Rosen on...

LinkedIn: https://www.linkedin.com/in/andrewrosencfp/

Website: https://lifelongadvisors.com/

  continue reading

10 episodes

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