Key Principles For Getting The Right Clients

Learn the principles to be in control of your business growth with this episode with Brian Stallcop, a Financial Advisor and Founder of Sherpa Wealth Strategies. Learn from his experience and life lessons.

Here’s more about Brian Stallcop:

“Is your future bigger than your past?

If so, you’re exactly the kind of person I love working with at Shepra Wealth Strategies. I’ve always had a growth and abundance mindset, which is one reason I became a financial advisor in 2001. I love helping people create a bigger future for themselves and their families.

That bigger future doesn’t happen by accident. I help folks gain clarity on their goals and the values that drive them. As a CERTIFIED FINANCIAL PLANNER, I help people create their plan and stay on track over the years. It’s really rewarding!

Though our firm serves a variety of clients my individual practice focuses on three groups - medical professionals, established business owners and comfortable retirees. Each group presents its own challenges and opportunities, and over the last 20 years I've gained deep insights into their needs.

 Outside of the office you’ll find me enjoying the great outdoors - hiking, cycling and cross-country skiing. My wife, Shawna, and I have been married for more than 36 years and we have two teenage daughters. I’ve been an active Rotarian for more than 25 years adn have served in leadership roles at the kids’ elementary schools, their fastpitch softball organization and the United Way.

As a community volunteer, a dad or financial planner, I’ve always been driven to find creative ways to solve problems. If you bring me a strong enough “Why” I can help you figure out “How.””

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