The Active Advisor · 2024-08-20 · 24 min
On this episode of The Active Advisor podcast, host Bryan Moore chats with Brian J. Probst, CFP®, CRPC®, Vice President of Wealth Management at Raymond James. Join them as they discuss: Brian’s career change from the packaging industry to financial planning Retirement planning for future flexibility Early retirees and the concept of “ifcome” Using technology to improve the client experience Ensuring clients are well-informed and confident in their financial decisions Meeting clients where they’re at and finding beauty in simplicity At Raymond James, Brian works with a wide range of clients throughout the United States who have accumulated wealth in corporate, family business, and individual assets. Brian has in-depth knowledge of a variety of important issues and strategies surrounding retirement planning, such as retirement income, employer-sponsored retirement plans and retirement cash flow. Branch address (27 S. Squirrel Rd., Suite 200, Auburn Hills. MI 48326), phone number (248-276-2810), Associates involved and their full name and approved Title (Brian J.
Other episodes covering the same guests and topics, from across The B2B Podcast Index.
James Lawson on The Realities of Building and Exiting Businesses in Financial ServicesLeadership Perspectives in Financial Services · on Wealth management72 / 100
How Avantos positioned against CRM by calling itself an operating system for client management - and why buyers got it immediately | Bassam Chaptini Fintech Builders · on Wealth management70 / 100
From the Garden to the Branch: A Knicks Win, a Chase Misquote, and the Zillennial Investment OpportunityWhat's Going On In Banking · on Wealth management69 / 100
Leading With Heart: Jania Stout’s Journey to Empower Women in Financial ServicesWomenShare · on Wealth management67 / 100
How Purnima Anand Built Her Reputation Across India and Southeast AsiaHoxton Life · on Legacy planning57 / 100
Career Reinvention, Retirement and Building a Richer Life with Hannah Martin and Jane JacksonYour Career Podcast with Jane Jackson · on retirement planning56 / 100
Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC®56 / 100
The Willingness to Do More with Jeremiah Dellas55 / 100
The Art of Building Client Relationships: Insights from Michael D'Aquila59 / 100
The Neuroscience of Conversations with Mary Schmid82 / 100
Advising Influencers, NIL Athletes, and Women with Madison Broyles76 / 100