Chris Sipes
Apr 16, 2023 ·
25m 5s
In this episode of the Sonoma Wealth Advisor's SmartVest podcast, Dano Weir interviews Chris Sipes, a principal at Sonoma Wealth Advisors. They discuss the importance of working with a fiduciary...
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In this episode of the Sonoma Wealth Advisor's SmartVest podcast, Dano Weir interviews Chris Sipes, a principal at Sonoma Wealth Advisors. They discuss the importance of working with a fiduciary advisor and building trust with clients. Chris shares his personal approach to financial advising and why he enjoys helping clients achieve their financial goals. They also discuss the benefits of Dave Ramsey's Baby Steps program and the importance of getting intentional about your finances. Chapters
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- Introduction
- The importance of working with a fiduciary advisor
- Building trust with clients
- Chris's personal approach to financial advising
- The benefits of Dave Ramsey's Baby Steps program
- Getting intentional about your finances
- Why you should work with Sonoma Wealth Advisors
- Meet the Sonoma Wealth Advisors team
- The importance of the human touch in financial advising
- Conclusion
- Sonoma Wealth Advisors: sonomawealth.com
- Dave Ramsey: daveramsey.com
- Baby Steps program: daveramsey.com/baby-steps
- Chris Sipes on LinkedIn: linkedin.com/in/chris-sipes-640b1a39/
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