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Podcast: The Influential Advisor
Episode: 093: Ron Phelps On Values, Service, And Real-World Wealth Advice
Description: Episode SummaryRon Phelps, a wealth advisor with nearly 30 years of experience, joins the Influential Advisor Podcast to discuss his book Beyond the Sales Pitch: A Roadmap for Finding the Wealth Advisor You Deserve. Ron shares his journey from growing up in a tough Milwaukee neighborhood to military service to building a client-centered advisory practice. The conversation covers what separates a true trusted advisor from the rest of the industry, why jargon-free communication matters, and the questions every consumer should ask when evaluating a financial professional.Key Topics Covered<...