Tips for Effectively Helping People As a Financial Advisor

Jonathan Miller is the CEO of Parsonex Enterprises, a group of companies that provide financial products, services, and solutions to investors. He is a passionate entrepreneur and executive, specializing in creating and developing businesses as well as establishing effective marketing systems. His 20+ years of experience and visionary approach helps him to recruit and train financial advisers. He was also the executive producer of Publish or Perish, an award-winning dark comedy film.

In this episode…

When managing your finances, it's crucial to have a trusted advisor who can provide the products, services, and solutions you need to build and protect wealth. With the help of a financial advisor, you can develop a comprehensive plan that considers your goals, risk tolerance, and financial situation.

Jonathan Miller believes the overwhelming number of financial products can make it challenging to know which ones are right for you. He shares his journey of establishing a firm that provides financial advice and assistance to people, as well as helping advisors build strong client-advisor relationships.

In this episode of The Customer Wins, Richard Walker sits down with Jonathan Miller, CEO of Parsonex Enterprises, to discuss how to thrive in the wealth management industry. Jonathan explains how Parsonex helps people in the financial services industry, how to build a successful financial services firm through partnerships, tips for creating company culture, and advice for achieving success as an entrepreneur.