Episode #75
The Conversations That Make It More Than Financial Planning
What if financial advising was about so much more than investments, retirement accounts, and numbers on a spreadsheet? In this conversation, Logan sits down with Chad, who is in his 19th year of financial advising, to talk about the unexpected impact that comes with helping people navigate some of life’s biggest decisions. Chad shares how his sights were once set much lower and how he never imagined the number of lives he and his team would ultimately impact. He opens up about the meaningful conversations that happen with clients, the trust people place in them as a sounding board, and the confidence that can come from having someone in your corner. Through stories from clients, Chad highlights how the work Veritas does reaches far beyond financial planning. It’s about relationships, trust, confidence, and the ripple effect that happens when people feel supported in moving forward.
