
The Strength in Teaming
No se pudo agregar al carrito
Add to Cart failed.
Error al Agregar a Lista de Deseos.
Error al eliminar de la lista de deseos.
Error al añadir a tu biblioteca
Error al seguir el podcast
Error al dejar de seguir el podcast
-
Narrado por:
-
De:
Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.
Podcast Episode Title: The Strength in Teaming
Guest Bio: I remember as a child my father managing a very successful restaurant in town and then later owning a not so successful restaurant. Knowing what I know now, I wish there would’ve been someone to help my family make better financial decisions in the good times, which then could have provided better opportunities in the down times. That is why I do what I do.
I grew up in central Maine (Orono) where everyone played a different sport each season. Baseball in the spring and summer, basketball in the winter (I try to forget about soccer in the fall - I am an awful soccer player). I’d always been part of a team growing up and realized I prefer working as part of a team in my professional life. I’ve partnered with another advisor, Marcello DePascale (an all-state soccer player from North Haven, CT), whose strengths more than cover areas in which I am not so strong in and who is the perfect complement to me on our team. Sara Matschke is the glue that keeps our team together. Sara began working on our team in 2009 and she does such a great job helping our clients that I’m quite certain clients who call in prefer to talk to her rather than me!
My wife Michelle and I moved to Oxford, CT in 2005. Our son Alex (2007) and daughter Riley (2009) are involved in numerous activities including swimming, gymnastics, basketball, and softball/ baseball. They certainly keep us busy on the weekends!
Podcast Episode Description: Chuck Hite is a financial planner with Barnum Financial Group who found his inspiration to join this industry at an early age but came into it the business from a career change. His path, while not atypical, opened him up to the strength of teaming and how a team can provide great insight when helping clients.
Follow Paul Blanco on Instagram: @paul.f.blanco
Podcast Disclosure:
All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.
Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.
CRN202807-9018975