In today's episode of You Can Overcome Anything! Podcast Show, CesarRespino.com bring to you two special guest by the names of Adam Tau and Rebecca Miller.

In the age of the mega firm, Adam Tau and Rebecca Miller have adapted the regular model of Financial Services to create a practice that would become a magnet for people like them, where they develop innovative, dynamic and diverse financial plans for innovative, dynamic and diverse people.

Adam and Rebecca created Dynamic Wealth Strategies as a husband-and-wife team. When they were both working at Fortune 100 financial companies, they would come home and chat about the methods of reaching out to potential customers, running meetings and designing plans that were being drilled into them all day – but didn’t feel genuine to either of them. They value independence, and Adam and Rebecca both felt they were being pushed to sell proprietary products, even if there were more effective solutions elsewhere. They knew there had to be a better way to offer financial advice, even if going at it alone seemed like an uphill battle. Doing it their way meant too much for them not to go for it. They created Dynamic Wealth Strategies, Inc. as an exciting, approachable and like-minded alternative to your typical firm, where they actively seek to engage a broad range of people in their community, offer a diverse range of solutions to independently develop financial plans their clients want and need, and they value authenticity in their practice.

Their message to you is:
It's ok if your financial plan or your financial advisor is different than your family, friends and colleague's...and most times, it should be! Your life is unique, and the things you want to achieve and circumstances you come from often aren't the same as everyone else's. It's ok to differ from the pack if your goals are being met and your voice is being heard.

To connect with them go to:
DynamicWealthInc.com

Booking Link: https://dynamicwealthinc.com/schedule-a-meeting/

Info@dynamicwealthinc.com

IG: @dynamicwealthstrategies
FB: facebook.com/dynamicwealthinc
LinkedIn: https://www.linkedin.com/company/dynamicwealthstrategies/

Youtube Page: https://www.youtube.com/channel/UCD46fUW8WlkdpWyRWKNMF-Q

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Securities and advisory services offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC, and a registered investment advisor. Dynamic Wealth Strategies, MAS and Cesar R Espino are not affiliated entities.
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