From humble beginnings to founding Fiduciary Wealth Partners, Preston McSwain’s journey is laced with pivotal moments that shaped how he guides his clients. At the center of everything are the people he serves. Preston recommends advisors look beyond the quantitative aspect of advising and instead focus on understanding the human connection. To be an effective advisor, knowing what’s important to the client is the key to building a thoughtful financial plan.
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ABOUT THE HUMAN ADVISOR:
This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.
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Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.
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