Andrew Nemes, a financial advisor in Novi, Michigan, shares his unique background and how he got into financial advisory services. He comes from a family of CPAs, with his father also being a financial advisor. Andrew emphasizes the importance of learning about business operations and laws before entering the financial world. He discusses the challenges faced during the COVID-19 pandemic, including market drops and transitioning to virtual meetings. Andrew's clientele consists of physicians, ...

Health and Wealth Podcast with Carter & Tim

Carter Wilcoxson and Tim James

Navigating Financial Advisory in a Changing World with Andrew Nemes

AUG 30, 202451 MIN
Health and Wealth Podcast with Carter & Tim

Navigating Financial Advisory in a Changing World with Andrew Nemes

AUG 30, 202451 MIN

Description

Andrew Nemes, a financial advisor in Novi, Michigan, shares his unique background and how he got into financial advisory services. He comes from a family of CPAs, with his father also being a financial advisor. Andrew emphasizes the importance of learning about business operations and laws before entering the financial world. He discusses the challenges faced during the COVID-19 pandemic, including market drops and transitioning to virtual meetings. Andrew's clientele consists of physicians, entrepreneurs, and auto executives, focusing on building solid relationships with his clients.Story Notes:Growing Up in a Competitive HouseholdTransitioning into Financial Advisory ServicesClientele and SpecialtiesChallenges Faced During COVID-19Building Relationships with ClientsAdapting to Industry Trends and Opportunities for Financial AdvisorsThe Importance of Building Relationships in Financial AdvisoryHome Workouts and the Benefits of Yoga and AcupressureThe Power of Sprouts and Chemical-Free FoodsThe Health Benefits of Infrared Saunas and Nano Silver ProductsLearn more about Andrew Nemes here: https://www.linkedin.com/in/andrew-nemes-cpa-cima%C2%AE-2659a8b2/ WEALTH: Not getting enough clients? Book a FREE(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.#FinancialAdvisory #WealthManagement #ClientRelationships #FinancialAdvisor #Entrepreneurship #COVIDChallenges #BusinessStrategy #HealthAndWellness #HomeWorkouts #ChemicalFreeLiving #InfraredSauna