On this episode of The Get Ready Money Podcast, I spoke with Alissa Maizes, Julie Pinkerton and Maxwell Schmitz about building your financial dream team.
In this episode we discussed:
- How to build your financial dream team.
- What is a financial dream team and how can it help you?
- How advisors can start to feel comfortable with collaborating.
- Going beyond your expertise can cost your clients significantly, you can’t be an expert in all things.
- Teaming up with other experts helps you uncover unknown unknowns.
- Advisors need to communicate and work together to find solutions for the clients.
Connect with Alissa Maizes:
Connect with Julie Pinkerton:
Connect with Maxwell Schmitz:
Alissa Maizes is an award-winning financial literacy content creator, is a licensed attorney and registered investment advisor who provides women and young adults with financial advice and a plan to embrace the life they want. Whether sharing financial literacy content or advising clients of Savvy Ladies with pro bono advice or clients of her firm, Alissa meets you wherever you are on your journey, whether living paycheck-to-paycheck and striving to eliminate high-interest debt or are already a millionaire. Alissa's approach eliminates the traditional "waiting game" for clients who cannot afford to have a fiduciary financial advisor putting their needs first, providing trusted financial and investment advice and guidance to implement their plan to ensure they achieve the life they want sooner than you imagine.
Julie Pinkerton is the CEO and Managing Member of Evozen LLC. ClientFirst™ is a fully diverse online community that enables financial professionals to truly put their client's needs first, assists mature financial advisors to exit the industry gracefully and positions women and minorities to achieve the necessary gravitas to succeed early in their career. Julie has held executive and consulting positions nationally in financial services since 1998. Julie is a contributing writer for U.S. News covering financial planning, risk management and advisor selection topics.
Maxwell Schmitz, MSFS, CLTC is a third-generation DI specialist. He is co-founder of Dingo Technologies, Inc. and President of Yetworth Insurance Solutions, a disability-focused insurance agency. He also currently serves as President of the International DI Society, an association of the nation's top DI minds. Max also serves as the chair of his town's Bicycle and Pedestrian Advisory Committee. He is a sitting member on the board of The Plus Group, America's Premier Disability Insurance Marketing Organization. In his spare time he is also the father/coach of three energetic/athletic kids (ages 7, 5, and 3), husband to an amazing wife, and is a thru-hiking junkie.
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and To
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