Ep 76: Reinventing What Financial Planners Do

Robert Hapanowicz founded H&A more than 30 years ago to provide comprehensive financial advice and investment and wealth management services that help people pursue their wealth goals. He is responsible for providing strategic leadership for the company by working with management to establish long-term goals, strategies, plans, and policies. He also plans, develops, organizes, implements, directs, and evaluates H&A’s fiscal functions and performance. Bob is a Wealth Advisor and the primary manager of all client relationships at H&A, managing existing client relationships and formulating and implementing financial strategies and advice. Prior to founding H&A, Bob began his career with Advest, Inc. in 1987. He is an Accredited Investment Fiduciary (AIF) and holds a Bachelor of Science in Business and Economics from Edinboro University. He is routinely published on investment and wealth management topics. Listen to this insightful RIA episode with Robert Hapanowicz about reinventing what financial planners do. Here is what to expect on this week’s show: - How every successful business has a differentiator that sets them apart. - Why producing content on YouTube leads to warm introductions to new clients. - How a CEO should have two roles and what those roles are. - Why having an assured outcome for your client means having a financial plan before investing. Connect with Robert: Links Mentioned: https://www.hapanowicz-associates.com/ Guest Contact Info: Facebook https://www.facebook.com/HapanowiczAssociates LinkedIn linkedin.com/company/hapanowicz-associates