093: Ron Phelps On Values, Service, And Real-World Wealth Advice

About this episode

Ron Phelps discusses his journey and insights on wealth advisory and client relationships.

Episode Summary Ron Phelps, a wealth advisor with nearly 30 years of experience, joins the Influential Advisor Podcast to discuss his book Beyond the Sales Pitch: A Roadmap for Finding the Wealth Advisor You Deserve. Ron shares his journey from growing up in a tough Milwaukee neighborhood to military service to building a client-centered advisory practice. The conversation covers what separates a true trusted advisor from the rest of the industry, why jargon-free communication matters, and th...

People in this episode

Hosts: Paul G. McManus, Gabe McManus

Guest: Ron Phelps

Topics covered

• wealth advisory
• client-centered practice
• trusted advisor
• communication
• personal journey

Keywords

• wealth advisor
• client-centered
• financial advice
• communication
• Milwaukee

Mentioned in this episode

Books & works: Beyond the Sales Pitch: A Roadmap for Finding the Wealth Advisor You Deserve

Places: Milwaukee

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