#473 Rob Goudie

Dec 4, 2024

In this engaging conversation, Rob Goudie, a Senior Financial Advisor at Consortium Private Wealth, shares his expertise in direct investment management. He discusses the journey of building a self-licensed advisory practice, emphasizing the need for continuous learning and adapting to client needs. Rob dives into strategies for retaining talent in small communities, the complexities of managing client portfolios, and the importance of technology in streamlining investment communication. His insights are invaluable for anyone looking to enhance their financial advisory practice.

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Intro

00:00 • 2min

The Journey of a Self-Licensed Financial Advisory Business

01:35 • 4min

Navigating Financial Wisdom and Professional Development

05:22 • 3min

Retaining Talent through Culture and Ownership

08:47 • 2min

Navigating Staffing Challenges in Small Town Advisory Services

11:02 • 2min

Navigating Investment and Tax Complexities

13:01 • 27min