What does it mean to truly put clients first in the world of finance?

Thomas J. Manetta at Manetta Wealth Management shares a compelling story of steadfast commitment and authenticity in serving clients. This episode dives into how Thomas helped a client navigate financial betrayal and personal adversity, reinforcing the value of building genuine, long-term relationships in financial advising.

Thomas delves into:

• [00:00:53] The challenges and rewards of rescuing a client from a toxic financial relationship 
• [00:09:55] Navigating personal tragedy alongside clients and the role of empathy in finance 
• [00:12:59] How the landscape of financial services is evolving with technology and independent advisor models 
•  [00:16:48] Encouraging a new generation of advisors to break free from traditional models and focus on client alignment
• [00:18:03] Insights into the creation of a podcast as a means to share and educate about authentic financial advising.

Connect with Thomas Manetta: 

• LinkedIn: Thomas Manetta
• Manetta Wealth