#78 Tailoring Your Practice For Tomorrow's Clients w/ Peter Disch, Founder & Managing Member, Great Point Wealth Advisors, LLC
Description
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Peter V. Disch, Jr., CFP® (https://greatpointwealth.com/) is the Founder and Managing Member of Great Point Wealth Advisors, LLC, an SEC Registered Investment Adviser in Boston. Peter has been recognized by Forbes as a Best in State Wealth Advisor since 2019 and was named to its inaugural list of America's Top Next Generation Wealth Advisors. In 2023, Great Point was included among the Top 100 Registered Investment Advisers in the United States by wealthmanagement.com.
In this episode, Brian and Peter discuss:
1. Tailoring Your Practice for Tomorrow's Clients
2. Tailoring Strategies to Achieve Financial Objectives
3. Building a Thriving Practice Through Client Advocacy
4. Balancing Technology with Human Touch
LinkedIn: https://www.linkedin.com/in/peter-disch/
Website: https://greatpointwealth.com/
Twitter: https://twitter.com/greatpointwa
Article: https://www.forbes.com/profile/peter-disch/?sh=2bd15ae53767https://www.businesswire.com/news/home/20150428005208/en/Peter-Disch-among-%E2%80%9CBest-of-Best%E2%80%9D-Financial-Advisors-Attending-Barron%E2%80%99s-Top-Independent-Advisors-Summit
https://www.investmentnews.com/best-in-wealth/the-top-financial-advisors-in-the-usa
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