Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients
About this episode
Tom Freeman discusses the impact of Lou Holtz's coaching on his success in advising billionaire families.
The founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families. Host: Steve Sanduski, CFP.
People in this episode
Host: Steve Sanduski
Guest: Tom Freeman
Topics covered
- wealth management
- ultrawealthy clients
- advisory services
- coaching influence
- family office
Keywords
- wealth management
- billionaire families
- FCS Family Office
- coaching
- financial advisory
Mentioned in this episode
Organizations: FCS Family Office
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