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Listen "TN Wealth Management’s Jerry Goodman and the Road to Wealth Management (Ep. 1)"
Episode Synopsis
How does one firm stand out in terms of wealth management?
In this inaugural episode of The Organized Investor Pod-CLASS, Jerry Goodman, Managing Director of TN Wealth Management, shares his professional journey, starting from auditing at Price Waterhouse and being a financial controller at Wendy's in Knoxville, leading him to his fulfilling role as an advisor. He discusses the uniqueness of his firm's approach and how they consistently drive value for their clients.
Throughout this episode, Jerry covers:
His professional journey, marked by significant experiences and a transition into the financial sector
The diverse clientele of the firm, spanning 40 states and multiple generations
The role of education in the firm, through the use of resources like this "pod class"
The firm's investment strategy focusing on companies that raise their dividends
A glimpse into the firm's succession plan to ensure service continuity
And much more!
Resources:
The Organized Investor Workshop Video
TN Area Code Story
Connect with Jerry Goodman and Megan Hubbard:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
In this inaugural episode of The Organized Investor Pod-CLASS, Jerry Goodman, Managing Director of TN Wealth Management, shares his professional journey, starting from auditing at Price Waterhouse and being a financial controller at Wendy's in Knoxville, leading him to his fulfilling role as an advisor. He discusses the uniqueness of his firm's approach and how they consistently drive value for their clients.
Throughout this episode, Jerry covers:
His professional journey, marked by significant experiences and a transition into the financial sector
The diverse clientele of the firm, spanning 40 states and multiple generations
The role of education in the firm, through the use of resources like this "pod class"
The firm's investment strategy focusing on companies that raise their dividends
A glimpse into the firm's succession plan to ensure service continuity
And much more!
Resources:
The Organized Investor Workshop Video
TN Area Code Story
Connect with Jerry Goodman and Megan Hubbard:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
More episodes of the podcast The Organized Investor Pod-CLASS
Dividend Growth Strategy Explained (Ep. 17)
11/07/2024
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