Over the years, Russ Carpentieri and Iván Watanabe have noticed that clients who have the greatest level of financial success and personal satisfaction share very common behaviors and qualities.
Today, Russ and Iván delve into these common characteristics, how they ultimately impact the planning process, and how clients move forward with their wealth, lifestyle, and purpose.
In this episode, you’ll learn:
- What role a client’s mindset plays in their success
- What gap in the market Opus is filling for clients
- Examples of the client journey when working with the Opus team
- And more!
Tune in now to learn more about Opus Private Client and consider whether you’d be a good match for their services!
Resources: Opus Private Client, LLC