Episode 294 - Finding My "Why" As A Financial Advisor - Alex Collins

In this episode of Beer and Money, Alex Collins shares his personal journey in the finance industry, discussing his background, the importance of financial planning, and the impact of partnerships in his career. He emphasizes the significance of helping clients achieve their financial goals and the emotional aspects of financial planning, particularly in times of loss.

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Takeaways

• Alex Collins has a strong foundation in finance from a young age.
• He combines his parents' professions to help others with money.
• Understanding cash flow is crucial in financial planning.
• Partnerships in finance can enhance client service.
• Alex's passion lies in helping clients realize their dreams.
• Financial planning can provide security in times of tragedy.
• The importance of communication in financial advisory is key.
• Alex's journey includes overcoming struggles in his career.
• He values the relationships built with clients over the years.
• Helping clients enjoy their lifestyle is a priority.

Chapters

00:00 Introduction to Alex Collins and His Journey
03:01 The Intersection of Finance and Personal Goals
05:56 Building Partnerships in Financial Advisory
09:05 The Impact of Financial Planning on Lives