Andrew Hanson discusses finding the right investment vehicle
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-finding-the-right-investment-vehicle/
Andrew Hanson, Vice President of Generations Wealth Management, discusses the importance of selecting the right investment vehicles for retirement. Andrew shares his unique journey into the financial services industry, which began eight years ago when he joined his family business. Despite initially feeling hesitant about entering a field dominated by numbers, Andrew’s passion for community service and helping others, shaped by his volunteer work with Special Olympics and connections with military families in San Clemente, California, guided him toward a fulfilling career in finance.
Building a strong relationship and understanding clients’ individual goals is crucial for providing tailored investment advice and solutions. In the podcast episode featuring Andrew, this concept is emphasized as a foundational element of successful financial advising.
Andrew highlights that establishing trust is essential in the financial services industry. Clients often come in feeling vulnerable, sharing their …