32 min
Preston McSwain on humanizing the business of advising The Human Advisor
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- Entrepreneurship
From humble beginnings to founding Fiduciary Wealth Partners, Preston McSwain’s journey is laced with pivotal moments that shaped how he guides his clients. At the center of everything are the people he serves.
Preston recommends advisors look beyond the quantitative aspect of advising and instead focus on understanding the human connection. To be an effective advisor, knowing what’s important to the client is the key to building a thoughtful financial plan.
From humble beginnings to founding Fiduciary Wealth Partners, Preston McSwain’s journey is laced with pivotal moments that shaped how he guides his clients. At the center of everything are the people he serves.
Preston recommends advisors look beyond the quantitative aspect of advising and instead focus on understanding the human connection. To be an effective advisor, knowing what’s important to the client is the key to building a thoughtful financial plan.
32 min