Tag: Portfolio
Does Gold Have a Role in the Future Global Economy? Part 2 with Andy Schectman (Ep.25)

Does Gold Have a Role in the Future Global Economy? Part 2 with Andy Schectman (Ep.25)

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The global currency is shifting away from the US dollar and gravitating towards gold and other currencies.

What does it mean for future investment options? Do you know?

In this episode, the President of Miles Franklin Precious Metals Investments, Andy Schectman, is back with Brent Mekosh to explain how world events impact gold and silver investment options and their future in investment portfolios. 

Andy discusses:

  • Reasons behind countries moving away from the US dollar
  • How BRICS nations influence the market 
  • Digital currency and its transparency factor 
  • The role of gold as a world currency 
  • And more!

Resources:

Connect with Andy Schectman:

Connect with Brent Mekosh:

About Our Guest:

Before starting Miles Franklin, Ltd. in 1989, Andy Schectman became a Licensed Financial Planner specializing in Swiss Franc Investments and alternative investments. At Miles Franklin Ltd., a company that has eclipsed $5 billion in sales, Andy has developed an operation that maintains trust, collaboration, ethical behavior, superior customer service, and satisfaction to better serve its clients. He is responsible for overseeing the firm’s operations and business functions, including strategy and planning, account management, finance, and new business.

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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!

Resources:

Connect with Brent Mekosh:

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