Follow
The Advisor Club Podcast
Welcome to the Advisor Club Podcast hosted by Paul Hewitt and Steve Rumsey from Optimus Advisory Group. On this podcast we discuss ideas to transform your clients into your advocates through better human understanding & connection, and through improved financial & economic acumen. This podcast is for financial advisors seeking to enhance their ability to strengthen relationships with clients and prospects. For several years, we have immersed ourselves in behavioral science through attending dozens of live events and studying over twenty books on the subject.
We started in this business as financial advisors in the mid-1990's and have since morphed into an ETF Strategist RIA firm.
We started in this business as financial advisors in the mid-1990's and have since morphed into an ETF Strategist RIA firm.