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Erik Strid: Helping Clients Navigate the “Exploring” Phase of Life
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المحتوى المقدم من Bill Coppel. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Bill Coppel أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
With the dramatic increase in life expectancies, many people near the traditional retirement age of 65 could potentially live another 30 years. In this episode, Erik Strid, Co-Founding Principal of Concentus Wealth Advisors, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing − to explore how advisors can to help clients entering this important life transition craft their next chapter.
In this episode, you’ll hear:
- Ways to move “beyond the balance sheet” to help clients define and achieve what matters most in life
- What you should know about the four stages of “exploring”
- The unexpected downsides of a retirement solely focused on leisure
About Erik Strid
Erik Strid is the Co-Founding Principal of Concentus Wealth Advisors, a Registered Investment Advisor that helps clients actualize their most deeply held values. With more than 25 years in the industry, Erik serves as the firm’s Chief Executive Officer and guides its overall strategy. Hailing from Pennsylvania, Erik was named a Forbes Best-in-State Wealth Advisor for 2021. He has appeared on a number of network news programs and has published three books. Erik earned a bachelor’s degree in economics from Amherst College, and holds Certified Financial PlannerTM and Chartered Financial Consultant® designations.
Ways to connect with Erik:
LinkedIn: https://www.linkedin.com/in/erik-strid/
Website: https://www.concentus.com/cwa_team/erik-strid/
Additional Resources
Book: “Exploring: Replacing an Outdated Paradigm for the “Retirement Years” and Exploring a New Phase of Life”
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