• Episode 156: Innovating Wealth Management

  • May 29 2024
  • Duración: 12 m
  • Podcast

Episode 156: Innovating Wealth Management Por arte de portada

Episode 156: Innovating Wealth Management

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  • Charlie started his career alongside Scott in 2013 after graduating from Texas A&M University. He married his wife, Katie, in 2016 and is loving his life at home with their kids Molly (born 2019) and Scottie (2022). Since 2014, Charlie has been actively involved in Practice Ministries and was honored to serve as the Yellow Rose Gala Chairman in 2018. As a family the Burfords enjoy trips to Montana each summer, going to the pool in the summers, and getting out on the golf course. In business, Charlie has led the Burford Brothers as CEO since 2020 focusing most of his efforts on the financial planning side of the business to pair well with his father and President, Scott, who leads the team on the investment side. While still involved with macro investment decisions, Charlie utilizes his vast knowledge gained from the CFP designation and his experience since 2013 to specialize in financial planning to bring objective value to clients each year. Listen to this insightful RIA episode with Charlie Burford about innovating wealth management. Here is what to expect on this week’s show: - How Burford Brothers offers a range of services, including family office and risk management. - Why Burford Brothers is developing an in-house alternatives fund, leveraging local and global managers for a unique offering - How referrals and networking are great ways to land new clients. - Why many people struggle with their finances because they are busy with other aspects of their lives. - How Burford Brothers excels in helping clients with complex needs, including business owners and philanthropists. Connect with Charlie: Links Mentioned: burfordbrothers.com Instagram @burfordbrothers Facebook facebook.com/burfordbrothers LinkedIn linkedin.com/company/burford-brothers-inc Learn more about your ad choices. Visit megaphone.fm/adchoices
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