Lead With Story

Financial Planning Is A Team Effort w/ Erik, Nick & Dylan of Generations Financial Planning & Wealth Management

1 h 3 min · 26 de sep de 2025
portada del episodio Financial Planning Is A Team Effort w/ Erik, Nick & Dylan of Generations Financial Planning & Wealth Management

Descripción

In a world of uncertainty having an expert in your corner to help you navigate the ups and downs can make all the difference. Now imagine a team of experts, each with their own unique skills, and approaches all working together to help you reach a common goal? This is what the Generations Financial Planning & Wealth Management team brings to the table. Over the better part of the last 2 decades Erik Smith has been building a team of financial experts to help their clients plan for and move for every up, down, and transition period of life. In this episode of Lead with Story, Mike interviews Erik and his proteges Nick Acri & Dylan Thomas to better understand not only how they serve their clients but the unique stories that brought them to this point of working together at Generations. A lot of businesses talk about having a "team approach" but for this group it's the heartbeat to everything they do. They know you have goals and they are prepared to be the team in Southwest Michigan to help you reach them. For more on Generations, their team and how they can help you visit genfinplan.com [genfinplan.com] ---- To get started using your story to help you reach your goals visit forerunnnerstoryco.com [forerunnerstoryco.com] And please follow along on social media: @forerunnerstoryco

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