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#56 The Importance of Serving Clients Based on Their Needs

Damon King (@damonmking1) is an investment advisor at ChappelWood Financial Services in Edmond, OK. As a Certified Fund Raising Executive, Damon served families and non-profit organizations for 12 years as a charitable gift planner. Damon is an Investment Advisor to Millionaires, Radio Show Writer and Co-Host, Financial Education Instructor and Speaker, and Cheerleader for Millionaires and Aspiring Millionaires.

In this episode, Brian and Damon discuss:

  1. The Dynamic World of Financial Planning
  2. The Importance of Serving Clients Based on Their Needs
  3. Preserving Legacies
  4. The Impact Financial Planning Can Have on Individuals and Families


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