Aaron Anderson - Fit Asset Management

In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes speak with Aaron Anderson, president of FIT Asset Management, about the integration of insurance and investment strategies in wealth management. They explore Aaron's journey into the finance industry, the philosophy behind FIT, the importance of effective communication and listening to clients, and the firm's impressive growth in assets under management. Aaron emphasizes the significance of understanding clients' holistic financial situations, addressing emotional aspects of wealth management, and removing conflicts of interest in advisory roles.