33 min
Ep 071: Claudio Núñez Sanchez de la Barquera: Creating an Enduring Firm with a Client-First Culture The Evolving Advisor Podcast
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- Investing
In this episode, Jeff and Claudio discuss:
Listening and watching for your client's needs.
Building a team to serve and growing through the generations.
Creating a pathway to ownership.
Unique investment opportunities within your advising firm.
Key Takeaways:
Consider making decisions in a committee to best serve your clients and invest in the best options.
In order to build the best enduring firm, you need to train and build the second generation in a way that will make everyone feel like a partner.
If nobody manages an account alone, you allow others to learn and grow from the senior partners while also sharing the talents and ideas of the junior partners.
The US has the most accurate market for transacting in real estate investment properties in the world with the necessary legal protection you need with a tenant.
"In order for the company to endure, we need to build the second generation." — Claudio Núñez Sanchez de la Barquera
Connect with Claudio Núñez Sanchez de la Barquera:
Website: https://nscasesores.com/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth
Facebook: https://www.facebook.com/stratoswealthpartners
LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/
In this episode, Jeff and Claudio discuss:
Listening and watching for your client's needs.
Building a team to serve and growing through the generations.
Creating a pathway to ownership.
Unique investment opportunities within your advising firm.
Key Takeaways:
Consider making decisions in a committee to best serve your clients and invest in the best options.
In order to build the best enduring firm, you need to train and build the second generation in a way that will make everyone feel like a partner.
If nobody manages an account alone, you allow others to learn and grow from the senior partners while also sharing the talents and ideas of the junior partners.
The US has the most accurate market for transacting in real estate investment properties in the world with the necessary legal protection you need with a tenant.
"In order for the company to endure, we need to build the second generation." — Claudio Núñez Sanchez de la Barquera
Connect with Claudio Núñez Sanchez de la Barquera:
Website: https://nscasesores.com/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth
Facebook: https://www.facebook.com/stratoswealthpartners
LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/
33 min