Rob Goudie

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.