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Traci DeForge and Eric Brotman discuss with Jonathan Krueger how COVID-19 has impacted the business of being a financial advisor. As the CEO and Investment Advisor of LionsGate Advisors, Jonathan is dealing and leading through the changes brought on by the pandemic in their company. Listen in on this conversation to learn more from Jonathan how financial advisors can navigate the changes we see now into the future while also keeping the mental and business health in check.
During this episode, you’ll hear
- How COVID-19 has impacted the business of being a financial advisor
- Current struggles many financial advisors face now
- Countries taking on a faster rate of debt than others
- How financial advisors can navigate the changes we see now into the future
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Talking Finance is dedicated to helping you establish and meet your financial goals. Hosted by, Eric Brotman, Chief Executive Officer of BFG Financial Advisors and Traci DeForge, Executive Producer of the Personal Finance Podcast Network. Are you just stepping out into the real world and know little about personal finance? Are you trying to nip a nasty spending habit or break the credit card cycle? It’s time to discover the Talking Finance Podcast where the podcasts are for people just like you who want to learn personal finance basics and find motivation for getting their money management on track.
Talking Finance: https://personalfinancepodcasts.com/talking-finance-show/