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Discover Your Talent–Do What You Love

1059. A Day in the Life of a Wealth Managment Advisor

Discover Your Talent–Do What You Love

Don Hutcheson

Education, Business, Self-improvement, Careers

5.0619 Ratings

🗓️ 18 February 2022

⏱️ 21 minutes

🧾️ Download transcript

Summary

Carol Fromhagen is a Wealth Management Advisor and Founding Partner of CLF Financial, LLC in Atlanta, Georgia. She focuses on helping high net worth individuals and retirees manage all aspects of their financial lives. She begins planning-based discussions around a client's financial needs, their short and long-term objectives, their time horizons, and risk tolerance. Recommendations can include investing in stocks and bonds, while also addressing wills, taxes, education funding, and business continuation.

Transcript

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0:00.0

Hello, world, welcome to discover your talent, do what you love.

0:14.5

I'm your host, Don Hutchison.

0:16.8

Every Tuesday, I interview someone from around the world who's discovered their talents to do work they love to create a life of success, satisfaction, and freedom.

0:27.0

On Fridays, I interview an individual with many years of experience from one of the most popular or interesting occupations or professions who shares an insider's look at what it's really like to do what they do.

0:39.6

Today I'm delighted to bring you our featured guest, Carol From Hagen, and our topic, A Day in the

0:45.4

Life, what's it really like to be a wealth management advisor? Welcome, Carol. Hi, thank you, Dawn. It's

0:51.9

nice to be here. Carol, are you using your talents doing work that you love?

0:56.1

I am.

0:57.5

Well, good, because we're going to hear that whole story.

1:00.3

Carol Fromhagen is a wealth management advisor and founding partner of CLF Financial LLC in Atlanta, Georgia.

1:08.4

She focuses on helping high net worth individuals and retirees manage all

1:13.3

aspects of their financial lives. She begins planning-based discussions around the client's

1:18.3

financial needs, their short and long-term objectives, their time horizons, and risk tolerance.

1:24.8

Recommendations can include investing in stocks and bonds while also addressing

1:29.0

wills, taxes, education funding, and business continuation. So that's a pithy summary of your

1:35.8

remarkable career, Carol. Take just a couple of minutes and tell our listeners what you're up to now

1:40.6

that has you excited and motivated. Then we'll delve into your backstory. Okay. One of the things I'm working on now, Dawn, is a new client I've recently met that I'm having

1:49.5

a lot of fun working with. It's a couple that retired recently, and they're very excited to start

1:56.4

their new life. One of the things I do is I like to sit down and get to know people almost like a friend

2:03.6

and find out all about their backgrounds and their lives and their kids and their hopes and

2:09.0

dreams. And that gives me a much better feel for how I can help them. And this particular

2:15.7

couple has had a, both have had a long career and are excited to start

...

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