Retirement Tax Services Podcast Leveling up through partnerships with Gideon Drucker
Steven is joined by Gideon Drucker, a financial advisor who has gone all in on being at the center of his clients' financial lives, even when that means bringing in outside resources. Every advisor talks about "being the quarterback" of their client's financial life, but Gideon has taken it to another level by actively managing and building relationships with key service providers instead of taking the industry approach of making a brief introduction and hoping for the best. Gideon shares his experience with how challenging but rewarding it can be to invest the time and energy to build productive relationships and the strategic additions he's made to his team to make sure his clients ultimately win. Gideon also shares his experience with transitioning to an independent model for running his firm and how he manages to not drive his team crazy with the high volume of ideas and projects he's excited to implement.