S6E2: Capitalize your Finances with Chris Panagiotu

"Exposure to financial planning at an early age gives people an edge on their finances that can open their minds in understating numbers in the future." Chris Panagiotu Chris is a CERTIFIED FINANCIAL PLANNER Professional and a Certified and Chartered Retirement Plans SpecialistSM (CRPS®, conferred by College for Financial Planning). In addition, he holds the following licenses with LPL Financial: series 7 and series 66. In 2020, Chris was recognized as a Five Star Wealth Manager* by the Seattle Times. Outside the office, Chris hosts the podcast "CAPitalize" (available on Spotify), roots for his Oregon Ducks, and, most importantly, loves spending time with his wife, Stephanie. He gives thanks to God for every blessing that comes his way. Christopher, the CAP in CAPitalize, investment journey began when he was ten years old. Over the years, he has grown his business by going beyond just having clients and investing in the same platforms he recommends to his clients. Chris learned that in the journey of being a financial planner, personal touch when dealing with your clients is better. Please get to know your clients before engaging them on their needs. In most cases, the planning process is usually in reverse. According to Chris, you start with the market and the trends before you understand the client's needs since, in most cases, the clients also do not know what they need in investment. Simple language that every person can understand is the key to getting more clients, retaining your clients, and getting referrals for your business. Chris is big on understanding his client's passion, which makes him want the best for his clients and the outcomes they can receive. Listen to this and so much more in the episode; petermargaritis.com. Learn more about your ad choices. Visit megaphone.fm/adchoices