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Wisdom in Wealth with Private Wealth Advisor Homer Smith
Manage episode 390407906 series 3449532
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In this episode of Elevate and Accelerate, we examine financial wellness habits and techniques of the ultra wealthy.
A Private Wealth Advisor with over 18 years of industry experience, Homer has dedicated his practice to working with business owners and families of wealth with complex financial planning needs. His mission is to simplify the lives of his clients by quieting the noise that surrounds them both personally and in their business and allow them to focus on what matters most – their purpose and goals.
Homer has the unique ability of taking complex strategies and presenting them in a way that is remarkably intuitive and straightforward so clients can easily grasp the ideas. Working as a fiduciary and business consultant to his clients, it is his legal duty to put his clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process.
Chapters:
0:00 - Intro
1:00 - Homer Smith's story in his own words.
4:50 - From Recruiting to Wealth Advising.
9:05 - Homer's top questions for business owners pre-sale.
14:20 - How to maintain purpose and post-sale.
16:30 - The power of the virtual family office.
18:20 - Personal branding in business growth.
23:58 - How Homer's book, "Making Smart Decisions" came to be .
29:00 - Homer's advice on personal branding.
30:35 - Closing Remarks
31:00 - How to get in touch with Celebrity Branding® Agency and learn more.
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