Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.
Chris played professionally for the Chicago Bulls, the San Antonio Spurs, and in L'Hermaine, France, after playing for the Fighting Illini at the University of Illinois. After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago.In this episode…
Financial advisors today are expected to do everything and be everything to everybody. That means they must be well-versed in banking, budgeting, and real estate advice. Especially now, financial advisors have to wear the hat of an economist since everyone wants to know what's going on with the economy.
These expectations leave you, the financial advisor, grappling to stay abreast of all the industry changes. Your ability to do all that and communicate it to clients proactively sets you apart from the rest. To thrive and grow, you must also know how to brand, attract clients, and build relationships effectively.
In this episode of Advisor Today, join Chad Franzen of Rise25 as he hosts a conversation with Chris Gandy, Founder of Midwest Legacy Group LLC. Chris explains the struggles in the career path of a financial advisor, how a financial advisor makes a living, branding yourself and attracting clients, building a circle of influence, and more!