Ep 071: Claudio Núñez Sanchez de la Barquera: Creating an Enduring Firm with a Client-First Culture
Update: 2023-07-20
Description
In this episode, Jeff and Claudio discuss:
- Listening and watching for your client's needs.
- Building a team to serve and growing through the generations.
- Creating a pathway to ownership.
- Unique investment opportunities within your advising firm.
Key Takeaways:
- Consider making decisions in a committee to best serve your clients and invest in the best options.
- In order to build the best enduring firm, you need to train and build the second generation in a way that will make everyone feel like a partner.
- If nobody manages an account alone, you allow others to learn and grow from the senior partners while also sharing the talents and ideas of the junior partners.
- The US has the most accurate market for transacting in real estate investment properties in the world with the necessary legal protection you need with a tenant.
"In order for the company to endure, we need to build the second generation." — Claudio Núñez Sanchez de la Barquera
Connect with Claudio Núñez Sanchez de la Barquera:
Website: https://nscasesores.com/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth
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