Andrew Rosen, CFP, CEP, Lifelong Advisor and partner at Diversified Lifelong Advisors, a financial planning and investment advisory firm based in Wilmington, Delaware joins Enterprise Radio.
This episode of Enterprise Radio is in association with the Financial Channel.
Listen to host Eric Dye & guest Andrew Rosen discuss the following:
* Being in the industry almost 20 years, what is the most valuable advice you can give a client?
* How do you build trust with your clients?
* In what ways is COVID-19 and other unprecedented events impacting the way people are investing?
* How are you advising clients through the current economic climate?
* What long-term effects will COVID-19 have on the future of finance?
In March 2010, Andrew Rosen joined the Diversified team, bringing with him nine years of financial industry experience. In his role, Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals. Andrew, alongside the team at Diversified, consistently delivers high-level, concierge services to all clients. Andrew also writes extensively and has authored blogs, whitepapers and eBooks. He has also been published in CNBC, Business Insider, Investopedia, IRIS, Fatherly and Yahoo Finance.
In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER™ designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010.
Outside of Diversified, Andrew’s number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high-level squash player, a runner and a very average golfer.
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