The Entrepreneurial Edge with Dawn Gagye
In this episode of The Entrepreneurial Edge, host Dawn Gagye interviews Jeffrey Florio, founder of Old Oak Advisors. They discuss the importance of working with a fee-only fiduciary and how it can transform your financial future. Jeffrey explains what sets fiduciaries apart from other financial advisors and highlights crucial factors such as risk tolerance, portfolio management, and the personal touch required in financial planning. They also discuss how technology and AI can aid but never replace the human element in financial advisory. If you're curious about ensuring your financial advisor works in your best interest or if you're a business owner looking to achieve your financial goals, this conversation is a must-listen. 00:00 Introduction to The Entrepreneurial Edge 01:38 Meet Jeffrey Florio: The Fiduciary Advantage 02:45 Understanding the Perfect Client 05:46 The Fiduciary Difference Explained 10:13 The Client Onboarding Process 13:40 Navigating Financial Goals and Risks 23:50 The Entrepreneurial Journey of Old Oak Advisors 25:40 The Human Touch in Technology 26:38 Efficiency and Accuracy in Account Management 27:23 Embracing Technology with Caution 28:06 Leveraging AI for Business Growth 28:59 The Importance of Human Oversight 31:00 Client Education and Personalized Service 33:58 Future Vision for Old Oak Advisors 40:06 Connecting with Old Oak Advisors 43:22 The Entrepreneurial Edge: Final Thoughts Jeffrey Florio Contact: Website: www.oldoakadvisors.com [http://www.oldoakadvisors.com] LinkedIn: https://www.linkedin.com/in/jeffreyflorio/ [https://www.linkedin.com/in/jeffreyflorio/] Facebook: https://www.facebook.com/OldOakAdvisors [https://www.facebook.com/jeff.florio.10] Dawn Gagye Contact: Website www.tracerstrategicmarketing.com [http://www.tracerstrategicmarketing.com] Apply to be on the Podcast https://tracerstrategicmarketing.com/evergreen [https://tracerstrategicmarketing.com/evergreen] Linkedin https://www.linkedin.com/in/dawngagye/ [https://www.linkedin.com/in/dawngagye/] TikTok https://www.tiktok.com/@tracerstrategicmarketing [https://www.tiktok.com/@tracerstrategicmarketing] Facebook https://www.facebook.com/tracerstrategicmarketing [https://www.facebook.com/tracerstrategicmarketing] Instagram https://www.instagram.com/tsmblueprintpro/ [https://www.instagram.com/tsmblueprintpro/]
14 episodios
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