In this episode of the Pain Points Podcast, we sit down with Ryan O’Connor, a Founding Partner and Wealth Management Advisor at Primacy Financial, a multi-specialized wealth management firm.
Ryan’s path to success is nothing short of inspiring. As a certified Financial Planner professional, he has built a career by offering tailored financial advice and written plans to business owners, high-net-worth individuals, and professionals like physicians and dentists. But like any great success story, Ryan’s journey wasn’t without its Pain Points. Ryan navigates the complexities of scaling a business and the critical decisions that drive growth. He also emphasizes the importance of setting high expectations to ensure you attract the right talent for your business. Lastly, he discusses balancing talent gaps with client satisfaction, ensuring that both client needs, and business objectives are met effectively.
If you’re looking to gain valuable insights on wealth management, business development, and overcoming your own hiring hurdles, this episode is a must-watch!
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