Artwork
iconShare
 
Manage episode 489182278 series 3232962
Content provided by Adam Sarhan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Sarhan 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://staging.podcastplayer.com/legal.

Description: In this episode, Johnson Investment Counsel’s managing director Chad Maggard joins Adam in a conversation about getting started in wealth management, a snapshot of the industry today and strategies for navigating tough client conversations. Chad shares his perspective on building trust, addressing client concerns and delivering value — even when the markets get messy.

About Chad Maggard, Managing Director of Johnson Investment Counsel:

Chad joined Johnson Investment Counsel in 2009 and is a Managing Director within Johnson Family Office Services. He is a shareholder of the firm and holds the Chartered Financial Analyst® (CFA®) designation. Prior to coming to the firm, he was a Financial Consultant for AXA Advisors, LLC.

Disclaimer: Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

  continue reading

284 episodes