Podcast Episode Title: "Art of Honest Conversations"
Show Description:
In this episode of the Mostly Middle Tennessee Business Podcast, host Jim McCarthy sits down with financial advisor Michael Mercurio to discuss his unique approach to wealth management. Michael shares his insights on the importance of honesty, transparency, and putting the client's needs first, drawing from his experiences in the car sales industry.
Highlights:
Michael shares his unexpected journey from the car sales industry, where he learned the value of honesty and building genuine relationships with clients.
The conversation delves into the challenges and cutthroat nature of the car business, highlighting the importance of positive leadership and creating a healthy work culture.
Michael explains his transition to wealth management, driven by his passion for helping people address their underlying financial issues and achieve stability.
The discussion covers Michael's comprehensive approach, including inspecting the "links of the financial chain" to ensure everything is functioning correctly before making new investments.
The episode explores the role of government, taxation, and the potential impact of emerging technologies like cryptocurrency on the financial landscape.
Michael shares his insights on the importance of financial education, efficiency strategies, and empowering clients to take control of their financial lives.
This episode offers a refreshing perspective on the financial services industry and the value of building genuine relationships with clients.
Follow Michael:
michael@sandawealth.com (mailto:michael@sandawealth.com)
www.sandawealth.com/
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Shoutout to Matt Wilson for lending his voice to the new intro of MMTBP.
Follow him and his podcast from which I may have borrowed the mostly concept:
linktr.ee/mamwmw
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If you like Jim's Boston Scallys, click here to shop and order yours!
www.bostonscally.com/a/refer-a-friend/redeem/mqgpw…
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***You hear Jim mention it on almost every episode, ME vs. WE and how 2023 will be 1943 all over again….order “PENDULUM:How Past Generations Shape Our Present and Predict Our Future”:
a.co/d/7oKK7Ip
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The co-author of Pendulum wrote a myriad of other books and started a non-profit 21st Century Non-Traditional Business School that you should really check out:
Wizard Academy - www.wizardacademy.org
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A Middle Tennessee Business Podcast....subscribe/follow/rate/review at www.mmtbp.com
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