Tag: Podcast

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Everybody Needs Somebody In Financial Planning (Ep. 2)

Everybody Needs Somebody In Financial Planning (Ep. 2)

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What happens when you first call your current or a potential new financial advisor?

In this episode, Brent Mekosh walks you through his business model at MP Advisors, LLC, starting from when you (and the team) pick up the phone for the first time.

He discusses who you talk to when first calling, what happens during a discovery meeting, and why people are reluctant to make the initial call. Brent reveals the importance of understanding the client and their money when building their portfolio and financial plans. And what are some of the conversations Brent has with potential clients and those who aren’t the right fit.

Brent discusses:

  • The process of becoming an MP Advisor client
  • The importance of considering personal values when building a portfolio
  • Why he needs a clear picture of the client’s current financial situation
  • How he advises clients who aren’t the right fit
  • And more!

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Connect with Brent Mekosh:

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Achieve More Than You Could Have Ever Imagined with Brent Mekosh, CFP®, CIMA® (Ep. 1)

Achieve More Than You Could Have Ever Imagined with Brent Mekosh, CFP®, CIMA® (Ep. 1)

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When selecting a financial services company, the people you will be working with matter just as much as the company itself. 

And at MP Advisors, LLC, you are the hero. The team simply guides you to help you get there.

Welcome to SMART MONEY. SIMPLIFIED. with Brent Mekosh, CFP®, CIMA® of MP Advisors, LLC!

In this inaugural episode, Brent Mekosh introduces you to who he is as a financial advisor and, more importantly, as a person. Brent outlines how he entered the financial services industry, from his father’s influence to his first earnings in lawn care.

Brent discusses:

  • His first experience in the financial services industry
  • Who is his hero in life 
  • His inspiring life motto
  • How he spends his time outside the office
  • And more!

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About Your Host:

Brent’s strategic vision for MP Advisors is to understand what motivates his clients and leverage that knowledge to align their financial resources with their most important goals. His passion for this business centers on helping clients achieve more than they could have ever imagined.

Brent is a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Investment Management Analyst®, holding Series 4,7,24,31,51,63 and 65 licenses. He is also a member of Valley Estate Planners, East Valley Estate Planners and serves on the board of A 2nd Act.

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