Andrew Betts (https://bickling.com/) is a Certified Financial Planner and is a Partner and a Financial Advisor at Bickling Financial Services. Bickling Financial Services, located in Lexington, Massachusetts, was founded in 1984 to provide financial advisory and asset management services to individuals and families. Andy keeps business owners and managers on track by researching and evaluating investment choices to help management maintain the optimum investment menu in each plan.
In this episode, Chris and Andrew discuss:
- Planting Seeds for Long-Term Growth: The Power of Patience
- How Financial Advisors Can Learn from ‘The Big Short’ and 2008
- Women Pioneers in Finance
- Bringing Psychology into Financial Planning
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
