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Apr 30, 2020

 

Robert J. Cruz on the Every Dollar Counts podcast

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.