A CFP...with 2.8K Households? with Jude McDonough
In this episode of RIA Collective, host Charlie Van Derven is joined by financial advisor Jude McDonough to discuss the journey of transitioning from the banking world to the financial advising industry. Jude emphasizes the importance of putting the needs of your clients first, and how crucial it is to fully understand the households you are serving in order to truly act as a fiduciary. He speaks about the challenges and rewards of making the move to independence, and how it allows advisors to better serve their clients. Tune in to hear Jude's insights on the importance of prioritizing client…
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