Episode Summary
In this episode, Chris Newberry from The Brokerage joins Cory Procter, founder of Pro Capital, to explore what it means to take a truly holistic approach to financial practice. Chris emphasizes that advisors must go beyond selling just Medicare or life insurance, advocating for a broader suite of services that meet clients’ evolving financial needs.
Cory shares his powerful personal journey from financial instability to building a career in wealth management, highlighting the value of long-term planning, managing through market volatility, and conducting regular financial reviews. He sheds light on common issues such as probate pitfalls and the importance of naming contingent beneficiaries—details that are often overlooked but critical to effective planning.
Together, they stress the need for advisors to offer a diverse menu of financial services and to prioritize ongoing education for both themselves and their clients, to deliver real, lasting value.
