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Podcast: The Uncertainty E.D.G.E.
Episode: Episode 12: The Rise of the Integrated Advisor with Tom McCullough
Description: Ever thought about the role of a financial advisor? It's more than just managing investments or selling products. In our candid discussion with Tom McCullough, co-founder, chairman, and CEO of Northwood Family Office, we'll reveal how the industry is shifting - moving away from a product-centric focus towards a more holistic approach that prioritizes understanding needs before prescribing solutions. Now that's a fresh take on wealth management!Tom shares his entrepreneurial journey, highlighting the reward of serving families and the emergence of the integrated advisor. This new breed of advisor is a general contractor of sorts for...