Craig Ripley on Simplifying Financial Planning for Clients | Into the Bold, Ep. 01
Craig Ripley, President of Longevity Wealth, joins Senior Portfolio Manager Michael Craig to talk about what it takes to coordinate every part of a client's financial life.
In this episode of Into the Bold, Craig discusses why listening comes before strategy, how Longevity Wealth quarterbacks the accountants, insurance advisors, and mortgage brokers around a client, what tax efficiency looks like in practice, and how the firm is using technology and AI to give advisors more time in the conversation and less time on administration.Learn more about
Bold Wealth Partners: https://boldwealth.ca
Longevity Wealth: https://longevitywealth.ca
Follow Bold Wealth on socials: https://t.mtrbio.com/boldwealth
Craig Ripley, President of Longevity Wealth, joins Senior Portfolio Manager Michael Craig to talk about what it takes to coordinate every part of a client's financial life.
In this episode of Into the Bold, Craig discusses why listening comes before strategy, how Longevity Wealth quarterbacks the accountants, insurance advisors, and mortgage brokers around a client, what tax efficiency looks like in practice, and how the firm is using technology and AI to give advisors more time in the conversation and less time on administration.Learn more about
Bold Wealth Partners: https://boldwealth.ca
Longevity Wealth: https://longevitywealth.ca
Follow Bold Wealth on socials: https://t.mtrbio.com/boldwealth
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