Apr 30, 2020
Welcome to the “Leadership in a Time of Crisis” series, where
Josh & Jay have a series of conversations with the executive
leadership of Prime Capital Investment Advisors, the
independent RIA where Josh holds his Series 65 securities license.
Tune in to hear behind the scenes details about how a large
independent investment company navigated the most volatile month in
market history while also dealing with pivoting quickly to staff
and advisors having to start working remotely. It’s a fascinating
story about how Prime Capital moved quickly to provide high-level
attention and communication to its advisors & clients during a time
of unprecedented upheaval.
In this episode, Josh & Jay welcome Robert J. Cruz, the Executive Vice President &
Managing Director of Financial Fitness for Life (FF4L). Robert
gives a behind the scenes look at the decisions facing a large
independent qualified plan advisory business and his company’s
unique value proposition for employees, employers, and advisors. We
explain what Financial Wellness means, and describes how this
crisis has made FF4L services even more important for plan sponsors
and plan participants. Robert also has some words of wisdom and
encouragement for anyone, client or not, trying to make their way
through this crisis.
Resources
Prime Capital Investment Advisors
Gulf Coast Financial Advisors
Qualified Plan Advisors
If any of these topics apply to your situation, we can help! Reach
out to us at 251-327-2124, or email jnull@gulfcoastfa.com.