• How to Serve Your Clients' Values, Behaviors, & Money w/Jim Kreid - Ep. #9

  • Nov 1 2022
  • Length: 49 mins
  • Podcast
How to Serve Your Clients' Values, Behaviors, & Money w/Jim Kreid - Ep. #9 cover art

How to Serve Your Clients' Values, Behaviors, & Money w/Jim Kreid - Ep. #9

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  • Summary

  • In today’s episode we talk with Jim Kreid of Solid Rock Retirement Strategies. Clients are people, and Jim breaks down how he serves their vales, behaviors, and money. Jim runs a very successful practice out of Peoria, IL and is an Amazon best seller.

    Topics We Cover Include:

    • How Jim built himself, his team, and his business.
    • Value investing and why it matters.
    • Why having the right tools helps you serve your clients better.
    • How to manage your clients' values.
    • The behavioral side of planning.

    Learn More About Blueprint
    Learn More about Jim & Solid Rock
    Learn More about Silver Oak

    Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC. Past performance is not necessarily indicative of future results.
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