1st Floor Conversations

Welcome to 1st Floor Conversations where the view at the top is ONLY as good as the foundation which preserves it. On “1st Floor Conversations”, we provide relatable stories, actionable strategies, and impactful insights which anybody can apply to build and preserve a foundation that enables them to build with certainty.

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1st Floor Conversations

#53: Financial Advisor, Tyler Davis, Stops By To Share Best Practices for Wealth Accumulation, Understanding The Role of Your Advisor, & Building Sustainable Financial Habits

July 13, 2020 • Jeremy Francese

Welcome to Episode 53! In this episode, we are joined by Tyler Davis. For the last 4.5 years, Tyler has been a financial advisor, licensed in everything from investments, planning, and insurance. Throughout her career she worked with clients at all stages of life and given the state of the market, I thought it was a great opportunity to dive deep into financial best practices, navigating the market, and preparing for life post-COVID.

During this episode, we discuss building financial habits, wealth accumulation, as well as, the following:

Money is often categorized similarly to religion and politics. What was the conversation around money like when growing up? What should it have been like?
What are some of those common misconceptions that you hear from those meeting with an advisor or a financial planner for the first time?
Can you unpack the industry and the types of professionals in the industry? How does an average guy or gal understand if the person they are working with is truly the right partner?
What kinds of conversations are you having now with the market being so volatile
When you are working with someone who is starting from scratch, has no idea how to even do their taxes, and is trying to be responsible with their money, what are those initial steps they can take to begin building a stronger financial foundation?

And as always, much more!

Interested In Learning More?
Tyler.Davis@northstarfinancial.com
Text: (858) 263-8228
LinkedIn: https://www.linkedin.com/in/tylerdavis23

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Disclaimer:
North Star Consultants, Inc. - Insurance Products and Services. CRI Securities, LLC - Securities and Investments. Securian Financial Services, Inc. – Variable Products and Securities. Securities and investment advisory services offered through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Consultants, Inc. is doing business as North Star Resource Group and is independently owned and operated.

Tyler is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 9370 Sky Park Court, Ste. 150 | San Diego, CA 92123 - 3084801/DOFU 6-2020”