Monthly Archives: October 2020

Episode 9 – One Advisor’s Approach to Asset Management

While client asset management is a big part of being a financial advisor, every professional has a different way of handling them. 

In this episode, Rick Dwyer discusses how Argallus Financial Group manages their clients’ asset management and what approach the firm takes to the managed money process. 

In this episode, you will learn:

  • What assets under management (AUM) are, and how the Argallus Financial Group team can help you manage them 
  • Strategies the firm uses to help clients decide how much risk they can tolerate
  • The benefits of buying individual stocks instead of mutual funds or ETFs
  • How to manage client’s expectations in a “fantastic gain” scenario 
  • And more!

Tune in and learn how this team can get your asset management process started! 

Resources: Argallus Financial Group | (904) 800-7299

Episode 8 – You Can Be Debt-Free

For so many Americans, “debt-free” may seem like a dream that’s just a little bit out of reach. But it doesn’t have to be. 

In this episode, Rick Dwyer discusses strategies to reduce and eliminate your debt in order to become debt-free. Rick shares his insight about different types of loans and steps you can take in order to dramatically reduce interest payments. 

In this episode, you will learn:

  • The difference between closed and open-end loans
  • Multiple strategies to reduce your interest costs across different types of loans
  • The single most important strategy to become debt-free
  • And more!

Tune in to learn how to become debt-free!

Resources: Argallus Financial Group | Rick Dwyer | (904) 800-7299