Listen "Earning High, Aiming Higher"
Episode Synopsis
Dennis Mattern welcomes Harrison Quinn, the visionary Founder, Advisor, and CEO of HDQ Wealth, for a conversation that ventures into the often overlooked yet pivotal demographic known as "Henrys" - High Earners Not Rich Yet. Harrison, who daringly launched his firm in the peak of the pandemic, brings a fresh perspective on wealth management, drawing from his eclectic background that spans drone services, entertainment, nightlife, and even a cryptocurrency hedge fund started in 2016.Throughout the episode, Harrison shares his unique approach to financial advising, which focuses not just on managing assets but on nurturing a demographic that could be the future's wealth generators. With insights into his journey of establishing a successful independent firm and the importance of adapting to clients' evolving needs, Harrison emphasizes the significance of loyalty, personal relationships, and psychological understanding in the realm of financial planning. This episode is a must-listen for advisors seeking to broaden their client base, individuals on the cusp of wealth, and anyone curious about the dynamics of modern financial planning. Dive into this conversation to discover why prioritizing relationships, managing expectations, and staying adaptable are key to thriving in the ever-changing financial landscape. Don't miss out on this enlightening dialogue - click to listen now!----- ----- ----- ----- This podcast is for financial professional use only and not for use with the general public. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice. CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it. Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.Copyright 2024 Creative One Marketing Corporation.
More episodes of the podcast The Complete Advisor
Is Radio Dead?
06/02/2025
The Secret to Better Advising
27/01/2025
Expanding a Thriving Practice
19/11/2024
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.