On this week’s show, Adam Curran reflects on his journey from humble beginnings—hosting small client events with his wife and dog—to leading large Oktoberfest gatherings with hundreds of attendees across coastal South Carolina and beyond. He credits his firm's exponential growth to a strong commitment to client experience, hiring and developing talented team members, and maintaining a personal, old-fashioned approach to financial service, emphasizing genuine relationships over slick sales tactics. Adam recounts personal anecdotes, discusses the value of community feedback, and underscores the importance of having a financial plan specifically designed for the unique circumstances of South Carolinians.Looking forward, Adam highlights several key firm updates—such as expanding the tax team, and possibly adding an estate planning attorney—to better serve clients. He stresses that company growth will only continue as long as the quality of their work doesn’t suffer, prioritizing client satisfaction, team development, and a family-first mindset above all. Adam encourages listeners to “kick the tires” on their planning process by requesting his complimentary retirement planning kit and books.For more information about Curran Financial Partners, visit https://curranfinancialpartners.com/

Ver todos los episodios