In this episode Rob, Phil, and Steve discuss:
Key Takeaways:
“Focus on all the people in your firm around you. Because with the right people, anything's possible, but with the wrong people nothing is possible.” – Steve Taylor
About Steve Taylor: After nearly two decades in the legal and financial services industry, I took the true step towards independence and made Merited Wealth, LLC, a Registered Investment Advisor, in 2019. My passion is to help the busy entrepreneurs and executives simplify and coordinate their financial lives to allow them to most effectively move forward with their growth with all aspects being addressed. I made the conscious decision for my business to be my own and not affiliated with a large bank, brokerage firm or insurance company to truly be able to “walk the walk and talk the talk” which sets me apart from the employees of those large institutions who are told exactly what they can and cannot do and the limited scope of investment solutions they can offer. I am married to my fabulous, tremendous star of my life, Susie. I am blessed with two wonderful kids, Jaedon and Mason.
Episode References:
Connect with Steve Taylor:
Website: https://www.meritedwealth.com/
Email: sat@meritedwealth.com
Twitter: https://twitter.com/satwealthman
LinkedIn: https://www.linkedin.com/in/satwm/
LinkedIn: https://www.linkedin.com/company/meritedwealth/
YouTube: https://www.youtube.com/@meritedwealth4103
Facebook: https://www.facebook.com/profile.php?id=100090138570648
Connect with Rob Brown & Phil Calandra:
Website: http://truestfan.com/
Facebook: https://www.facebook.com/truestfan
LinkedIn: https://www.linkedin.com/in/truestfan/
LinkedIn Group: https://www.linkedin.com/groups/8496989/