Building Trust First: The Real Foundation of Financial Planning (Ep. 7)

22/07/2025 23 min
Building Trust First: The Real Foundation of Financial Planning (Ep. 7)

Listen "Building Trust First: The Real Foundation of Financial Planning (Ep. 7)"

Episode Synopsis

Trust and alignment form the bedrock of effective financial planning, but how do you build these foundations with clients? In this episode, Thomas Manetta shares his journey from traditional financial advisory roles to founding Manetta Wealth Management, where he prioritizes conflict-free and transparent client relationships. He explores the essential components of financial planning, emphasizing simplicity, …

More episodes of the podcast Behind the Curtain Finance