• The Lead Your Firm Podcast

  • De: 707 Media
  • Podcast

The Lead Your Firm Podcast Por arte de portada

The Lead Your Firm Podcast

De: 707 Media
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  • Resumen

  • In-depth conversations with the top financial advisors across the United States. Tactics, tools and challenges for achieving success in a crowded field. Hosted by Daren Blonski, Managing Principal at Fermata Advisors.
    Copyright 707 Media
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Episodios
  • Anthony Parr, CFP / The Parr McKnight Wealth Management Group

    Anthony Parr, CFP / The Parr McKnight Wealth Management Group
    Dec 23 2023
    Born to a Swedish mother and a Cuban father, Anthony spent his childhood immersed in the vibrant cultures of Puerto Rico and Mexico City. He excelled at Boston University, graduating with honors in Economics, and now resides in the Western suburbs of the Twin Cities with his wife, Christine. Their blended family includes five terrific kids: Taylor, Tanner, Nelson, a Financial Advisor who joined Anthony's practice in 2016, Connor, and Lily. For 35 years, Anthony has served as a trusted CERTIFIED FINANCIAL PLANNER™ professional, guiding families and institutions towards financial security. As a founding member of The Parr McKnight Wealth Management Group, he thrives on collaborating with his talented team and leveraging the firm's vast resources to make a profound impact on clients' lives. The group's unwavering work ethic, strong camaraderie, and shared values are reflected in their collective success, and Anthony is often honored to speak at industry events, sharing his expertise to further best practices. At Parr McKnight, their mission is clear: to elevate the quality of their clients' lives and bring prosperity and blessings to those they serve. Anthony's personal driving force, however, is simpler: he seeks to make a positive impact on the lives of others, leaving his own small mark on the universe.
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    35 m
  • Chip Munn / Signature Wealth Strategies

    Chip Munn / Signature Wealth Strategies
    Oct 30 2023
    Chip Munn listens and really understands the unique situation of each client he works with, and then has informative conversations to help them negotiate between the life they want to live now and the life (and wealth) they would like to build for their future. His role is to guide them toward a customized, detailed plan for their Signature Life. He specializes in retirement, education planning, and the transfer of wealth. Seeing his clients fulfilling their dreams and living their best lives is what drives him.
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    40 m
  • Dano Weir / Marketing Strategist & Media Personality

    Dano Weir / Marketing Strategist & Media Personality
    Sep 25 2023
    In this episode, Darren is joined by friend & co worker Dano Weir to discuss they "why" behind Lead Your Firm and what makes Darren tick. Follow Dano on www.instagram.com/radiodano
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    52 m
Liderazgo Economía
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