Work @ Home Rockstar Podcast

WHR 3.184: James Comblo's Digital Transformation and Financial Planning Success Story

Informações:

Synopsis

In this episode of the Work at Home Rockstar Podcast, Tim chats with James Comblo, President and CEO of FSC Wealth Advisors. James shares his journey of growing his company's managed assets from $70 million to $300 million through digital transformation and proactive, holistic financial planning. He discusses the challenges of adopting new strategies like revamping the website, starting a blog, and leveraging social media and webinars to reach more clients. James also opens up about significant setbacks, including a failed initial website rebuild and the loss of a business partner, and how these experiences shaped his approach to building a resilient, team-oriented business. Additionally, James delves into the importance of mentorship, ongoing learning, and creating a consistent process for financial planning. Tune in for actionable insights on managing cash flow, leveraging digital tools, and maintaining a balanced life while growing a successful financial advisory firm. Who is James Comblo? James Comblo is